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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 | $22,449 | $105,210-78.7% | $159,487-85.9% | $85,851-73.9% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.8%-27.7pp | 69.3%-14.1pp |
| Annual return | 32.92% | 45.08%-12.2pp | 263.71%-230.8pp | 318.63%-285.7pp |
| Employer contribution / active EE | $1,007 | $3,319-69.7% | $4,831-79.2% | $2,565-60.8% |
| Participant deferral / active EE | $1,279 | $5,946-78.5% | $7,354-82.6% | $3,952-67.6% |
| Admin fee / account holder | $176 | $6,934-97.5% | $10,804-98.4% | $6,261-97.2% |