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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 | $9,919 | $102,638-90.3% | $81,991-87.9% | $158,966-93.8% |
| Participation rate | 41.2% | 75.5%-34.4pp | 69.3%-28.1pp | 82.0%-40.8pp |
| Annual return | 27.77% | 61.05%-33.3pp | 41.31%-13.5pp | 302.95%-275.2pp |
| Employer contribution / active EE | $1,882 | $3,241-41.9% | $2,498-24.7% | $4,762-60.5% |
| Participant deferral / active EE | $518 | $4,649-88.9% | $3,722-86.1% | $5,983-91.3% |
| Admin fee / account holder | $164 | $8,237-98.0% | $5,665-97.1% | $11,250-98.5% |