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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 | $18,106 | $152,460-88.1% | $118,746-84.8% | $147,586-87.7% |
| Participation rate | 44.4% | 82.3%-37.8pp | 78.3%-33.8pp | 82.8%-38.4pp |
| Annual return | 22.74% | 17.41%+5.3pp | 24.54%-1.8pp | 578.59%-555.9pp |
| Employer contribution / active EE | $1,194 | $5,046-76.3% | $4,193-71.5% | $4,876-75.5% |
| Participant deferral / active EE | $1,813 | $6,212-70.8% | $5,332-66.0% | $5,439-66.7% |
| Admin fee / account holder | $150 | $16,953-99.1% | $10,720-98.6% | $10,886-98.6% |