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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 | $10,283 | $212,386-95.2% | $199,883-94.9% | $138,895-92.6% |
| Participation rate | 69.2% | 87.4%-18.1pp | 86.8%-17.5pp | 79.9%-10.7pp |
| Annual return | 19.83% | 47.75%-27.9pp | 43.81%-24.0pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,552 | $6,625-76.6% | $6,261-75.2% | $4,194-63.0% |
| Participant deferral / active EE | $1,672 | $9,617-82.6% | $9,138-81.7% | $6,396-73.9% |
| Admin fee / account holder | $166 | $18,233-99.1% | $17,268-99.0% | $12,562-98.7% |