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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 | $14,946 | $176,786-91.5% | $146,643-89.8% | $167,536-91.1% |
| Participation rate | 52.6% | 83.6%-31.0pp | 80.1%-27.4pp | 82.1%-29.5pp |
| Annual return | 19.49% | 24.04%-4.5pp | 22.75%-3.3pp | 478.82%-459.3pp |
| Employer contribution / active EE | $1,120 | $5,161-78.3% | $4,137-72.9% | $4,839-76.9% |
| Participant deferral / active EE | $1,267 | $6,440-80.3% | $5,506-77.0% | $6,342-80.0% |
| Admin fee / account holder | $158 | $13,262-98.8% | $10,280-98.5% | $12,315-98.7% |