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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 | $16,148 | $166,268-90.3% | $165,100-90.2% | $145,897-88.9% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.6%-33.6pp | 80.3%-35.3pp |
| Annual return | 9.19% | 100.52%-91.3pp | 70.21%-61.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,248 | $5,284-76.4% | $4,348-71.3% | $4,663-73.2% |
| Participant deferral / active EE | $1,327 | $6,964-80.9% | $6,035-78.0% | $6,689-80.2% |
| Admin fee / account holder | $92 | $16,659-99.4% | $12,696-99.3% | $13,390-99.3% |