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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 | $25,158 | $217,432-88.4% | $185,851-86.5% | $167,553-85.0% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 18.79% | 148.43%-129.6pp | 122.11%-103.3pp | 478.89%-460.1pp |
| Employer contribution / active EE | $1,550 | $5,874-73.6% | $5,168-70.0% | $4,840-68.0% |
| Participant deferral / active EE | $2,140 | $6,357-66.3% | $5,569-61.6% | $6,343-66.3% |
| Admin fee / account holder | $155 | $19,820-99.2% | $16,245-99.0% | $12,316-98.7% |