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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 | $13,736 | $157,304-91.3% | $141,197-90.3% | $152,909-91.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.36% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,430 | $5,263-72.8% | $4,736-69.8% | $4,764-70.0% |
| Participant deferral / active EE | $1,570 | $7,111-77.9% | $6,710-76.6% | $5,851-73.2% |
| Admin fee / account holder | $89 | $12,126-99.3% | $10,265-99.1% | $11,601-99.2% |