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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 | $14,879 | $150,412-90.1% | $120,574-87.7% | $145,884-89.8% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 12.07% | 154.50%-142.4pp | 107.42%-95.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,332 | $4,355-69.4% | $3,471-61.6% | $4,662-71.4% |
| Participant deferral / active EE | $1,435 | $6,175-76.8% | $4,996-71.3% | $6,690-78.6% |
| Admin fee / account holder | $88 | $12,224-99.3% | $9,445-99.1% | $13,392-99.3% |