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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 | $24,085 | $102,429-76.5% | $147,096-83.6% | $80,925-70.2% |
| Participation rate | 39.5% | 75.9%-36.4pp | 82.2%-42.7pp | 67.7%-28.2pp |
| Annual return | 20.15% | 135.02%-114.9pp | 419.75%-399.6pp | 35.65%-15.5pp |
| Employer contribution / active EE | $1,213 | $3,716-67.3% | $4,936-75.4% | $2,756-56.0% |
| Participant deferral / active EE | $1,516 | $6,649-77.2% | $8,071-81.2% | $4,299-64.7% |
| Admin fee / account holder | $212 | $7,957-97.3% | $13,005-98.4% | $6,940-96.9% |