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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 | $19,061 | $196,972-90.3% | $182,262-89.5% | $198,609-90.4% |
| Participation rate | 56.3% | 85.7%-29.4pp | 84.2%-28.0pp | 82.4%-26.1pp |
| Annual return | 25.06% | 158.27%-133.2pp | 140.60%-115.5pp | 202.70%-177.6pp |
| Employer contribution / active EE | $1,467 | $5,364-72.6% | $5,046-70.9% | $5,055-71.0% |
| Participant deferral / active EE | $2,496 | $8,643-71.1% | $8,276-69.8% | $6,977-64.2% |
| Admin fee / account holder | $18 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |