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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 | $21,018 | $171,492-87.7% | $150,734-86.1% | $198,609-89.4% |
| Participation rate | 55.6% | 81.4%-25.9pp | 78.4%-22.9pp | 82.4%-26.8pp |
| Annual return | 20.72% | 804.70%-784.0pp | 600.81%-580.1pp | 202.70%-182.0pp |
| Employer contribution / active EE | $1,678 | $5,470-69.3% | $4,918-65.9% | $5,055-66.8% |
| Participant deferral / active EE | $2,294 | $6,259-63.3% | $5,610-59.1% | $6,977-67.1% |
| Admin fee / account holder | $82 | $17,628-99.5% | $14,905-99.4% | $19,030-99.6% |