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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 | $13,230 | $115,814-88.6% | $101,275-86.9% | $158,982-91.7% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 39.86% | 56.16%-16.3pp | 46.48%-6.6pp | 302.99%-263.1pp |
| Employer contribution / active EE | $1,040 | $4,176-75.1% | $3,660-71.6% | $4,763-78.2% |
| Participant deferral / active EE | $1,040 | $4,958-79.0% | $4,371-76.2% | $5,983-82.6% |
| Admin fee / account holder | $84 | $7,249-98.8% | $5,948-98.6% | $11,252-99.3% |