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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 | $16,709 | $157,304-89.4% | $141,197-88.2% | $152,909-89.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 35.85% | 64.34%-28.5pp | 71.41%-35.6pp | 345.46%-309.6pp |
| Employer contribution / active EE | $1,015 | $5,263-80.7% | $4,736-78.6% | $4,764-78.7% |
| Participant deferral / active EE | $1,846 | $7,111-74.0% | $6,710-72.5% | $5,851-68.5% |
| Admin fee / account holder | $149 | $12,126-98.8% | $10,265-98.5% | $11,601-98.7% |