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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 | $16,483 | $183,516-91.0% | $155,534-89.4% | $145,884-88.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.27% | 61.43%-48.2pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,083 | $5,315-79.6% | $4,675-76.8% | $4,662-76.8% |
| Participant deferral / active EE | $1,142 | $6,467-82.3% | $5,630-79.7% | $6,690-82.9% |
| Admin fee / account holder | $23 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |