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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 | $13,850 | $148,629-90.7% | $135,982-89.8% | $139,487-90.1% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 38.82% | 79.33%-40.5pp | 68.32%-29.5pp | 373.84%-335.0pp |
| Employer contribution / active EE | $1,115 | $5,247-78.7% | $4,859-77.1% | $4,755-76.5% |
| Participant deferral / active EE | $2,161 | $8,102-73.3% | $7,760-72.2% | $6,713-67.8% |
| Admin fee / account holder | $25 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |