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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,633 | $209,425-87.8% | $178,499-85.6% | $158,966-83.9% |
| Participation rate | 56.5% | 86.4%-29.8pp | 81.9%-25.4pp | 82.0%-25.4pp |
| Annual return | 26.50% | 188.80%-162.3pp | 151.10%-124.6pp | 302.95%-276.4pp |
| Employer contribution / active EE | $4,136 | $5,707-27.5% | $5,011-17.5% | $4,762-13.2% |
| Participant deferral / active EE | $1,679 | $5,955-71.8% | $5,202-67.7% | $5,983-71.9% |
| Admin fee / account holder | $85 | $17,078-99.5% | $13,986-99.4% | $11,250-99.2% |