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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 | $18,308 | $157,304-88.4% | $141,197-87.0% | $152,909-88.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 24.82% | 64.34%-39.5pp | 71.41%-46.6pp | 345.46%-320.6pp |
| Employer contribution / active EE | $1,082 | $5,263-79.4% | $4,736-77.2% | $4,764-77.3% |
| Participant deferral / active EE | $1,262 | $7,111-82.3% | $6,710-81.2% | $5,851-78.4% |
| Admin fee / account holder | $199 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |