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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 | $9,895 | $157,304-93.7% | $141,197-93.0% | $152,909-93.5% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 30.68% | 64.34%-33.7pp | 71.41%-40.7pp | 345.46%-314.8pp |
| Employer contribution / active EE | $1,440 | $5,263-72.6% | $4,736-69.6% | $4,764-69.8% |
| Participant deferral / active EE | $1,750 | $7,111-75.4% | $6,710-73.9% | $5,851-70.1% |
| Admin fee / account holder | $110 | $12,126-99.1% | $10,265-98.9% | $11,601-99.0% |