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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 | $18,164 | $165,361-89.0% | $149,715-87.9% | $158,950-88.6% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 18.67% | 348.24%-329.6pp | 276.66%-258.0pp | 302.91%-284.2pp |
| Employer contribution / active EE | $1,231 | $5,103-75.9% | $4,645-73.5% | $4,762-74.1% |
| Participant deferral / active EE | $1,411 | $7,182-80.4% | $6,842-79.4% | $5,983-76.4% |
| Admin fee / account holder | $104 | $10,808-99.0% | $9,310-98.9% | $11,248-99.1% |