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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 | $19,820 | $98,240-79.8% | $82,312-75.9% | $147,586-86.6% |
| Participation rate | 41.2% | 79.7%-38.5pp | 76.9%-35.7pp | 82.8%-41.7pp |
| Annual return | 16.82% | 30.85%-14.0pp | 25.88%-9.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,425 | $3,192-55.4% | $2,428-41.3% | $4,876-70.8% |
| Participant deferral / active EE | $1,272 | $4,383-71.0% | $3,706-65.7% | $5,439-76.6% |
| Admin fee / account holder | $174 | $8,563-98.0% | $5,608-96.9% | $10,886-98.4% |