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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 | $19,375 | $227,633-91.5% | $189,597-89.8% | $167,553-88.4% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.4%-42.1pp | 82.1%-45.8pp |
| Annual return | 8.31% | 78.45%-70.1pp | 64.20%-55.9pp | 478.89%-470.6pp |
| Employer contribution / active EE | $696 | $5,317-86.9% | $4,412-84.2% | $4,840-85.6% |
| Participant deferral / active EE | $716 | $7,003-89.8% | $6,174-88.4% | $6,343-88.7% |
| Admin fee / account holder | $219 | $11,879-98.2% | $9,807-97.8% | $12,316-98.2% |