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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 | $29,219 | $209,425-86.0% | $178,499-83.6% | $158,966-81.6% |
| Participation rate | 42.1% | 86.4%-44.2pp | 81.9%-39.8pp | 82.0%-39.9pp |
| Annual return | 16.29% | 188.80%-172.5pp | 151.10%-134.8pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,312 | $5,707-59.5% | $5,011-53.9% | $4,762-51.5% |
| Participant deferral / active EE | $684 | $5,955-88.5% | $5,202-86.8% | $5,983-88.6% |
| Admin fee / account holder | $161 | $17,078-99.1% | $13,986-98.8% | $11,250-98.6% |