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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 | $19,433 | $165,381-88.2% | $149,730-87.0% | $158,966-87.8% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 28.36% | 348.29%-319.9pp | 276.70%-248.3pp | 302.95%-274.6pp |
| Employer contribution / active EE | $1,139 | $5,104-77.7% | $4,645-75.5% | $4,762-76.1% |
| Participant deferral / active EE | $1,975 | $7,182-72.5% | $6,843-71.1% | $5,983-67.0% |
| Admin fee / account holder | $9 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |