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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 | $12,014 | $165,381-92.7% | $149,730-92.0% | $158,966-92.4% |
| Participation rate | 52.6% | 84.6%-31.9pp | 82.5%-29.8pp | 82.0%-29.3pp |
| Annual return | 40.09% | 348.29%-308.2pp | 276.70%-236.6pp | 302.95%-262.9pp |
| Employer contribution / active EE | $1,397 | $5,104-72.6% | $4,645-69.9% | $4,762-70.7% |
| Participant deferral / active EE | $2,091 | $7,182-70.9% | $6,843-69.4% | $5,983-65.1% |
| Admin fee / account holder | $98 | $10,809-99.1% | $9,310-98.9% | $11,250-99.1% |