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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 | $18,737 | $131,835-85.8% | $108,582-82.7% | $273,972-93.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 44.71% | -91.57%+136.3pp | -51.70%+96.4pp | 41.46%+3.3pp |
| Employer contribution / active EE | $1,181 | $4,913-76.0% | $3,758-68.6% | $4,869-75.7% |
| Participant deferral / active EE | $1,300 | $5,127-74.6% | $4,311-69.8% | $5,287-75.4% |
| Admin fee / account holder | $95 | $10,253-99.1% | $7,645-98.8% | $10,133-99.1% |