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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 | $15,909 | $148,623-89.3% | $135,974-88.3% | $139,466-88.6% |
| Participation rate | 36.8% | 83.9%-47.0pp | 81.9%-45.1pp | 80.3%-43.5pp |
| Annual return | 19.67% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,241 | $5,246-76.3% | $4,859-74.5% | $4,754-73.9% |
| Participant deferral / active EE | $1,536 | $8,103-81.0% | $7,760-80.2% | $6,712-77.1% |
| Admin fee / account holder | $23 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |