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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 | $11,818 | $124,346-90.5% | $111,306-89.4% | $167,553-92.9% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 14.71% | 37.46%-22.7pp | 54.67%-40.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,068 | $3,438-68.9% | $2,732-60.9% | $4,840-77.9% |
| Participant deferral / active EE | $1,108 | $5,182-78.6% | $4,488-75.3% | $6,343-82.5% |
| Admin fee / account holder | $15 | $10,623-99.9% | $7,966-99.8% | $12,316-99.9% |