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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 | $18,472 | $102,422-82.0% | $147,117-87.4% | $80,959-77.2% |
| Participation rate | 41.2% | 75.9%-34.7pp | 82.2%-41.0pp | 67.7%-26.5pp |
| Annual return | 41.39% | 135.16%-93.8pp | 420.54%-379.1pp | 35.67%+5.7pp |
| Employer contribution / active EE | $1,238 | $3,717-66.7% | $4,932-74.9% | $2,757-55.1% |
| Participant deferral / active EE | $2,284 | $6,652-65.7% | $8,065-71.7% | $4,300-46.9% |
| Admin fee / account holder | $209 | $7,953-97.4% | $12,993-98.4% | $6,925-97.0% |