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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 | $8,927 | $154,193-94.2% | $130,045-93.1% | $139,466-93.6% |
| Participation rate | 52.6% | 82.0%-29.3pp | 78.5%-25.9pp | 80.3%-27.7pp |
| Annual return | 19.06% | 32.51%-13.5pp | -137.30%+156.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,312 | $5,292-75.2% | $4,321-69.6% | $4,754-72.4% |
| Participant deferral / active EE | $1,407 | $6,709-79.0% | $5,820-75.8% | $6,712-79.0% |
| Admin fee / account holder | $170 | $13,989-98.8% | $10,600-98.4% | $11,409-98.5% |