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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 | $13,346 | $115,917-88.5% | $100,535-86.7% | $158,982-91.6% |
| Participation rate | 29.4% | 81.6%-52.2pp | 79.4%-50.0pp | 82.0%-52.6pp |
| Annual return | 47.24% | 34.80%+12.4pp | 30.90%+16.3pp | 302.99%-255.7pp |
| Employer contribution / active EE | $1,197 | $4,105-70.9% | $3,419-65.0% | $4,763-74.9% |
| Participant deferral / active EE | $1,477 | $6,677-77.9% | $6,271-76.4% | $5,983-75.3% |
| Admin fee / account holder | $56 | $11,002-99.5% | $8,085-99.3% | $11,252-99.5% |