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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 | $21,072 | $157,296-86.6% | $141,191-85.1% | $152,897-86.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 27.54% | 64.34%-36.8pp | 71.41%-43.9pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,577 | $5,262-70.0% | $4,736-66.7% | $4,764-66.9% |
| Participant deferral / active EE | $1,228 | $7,111-82.7% | $6,710-81.7% | $5,851-79.0% |
| Admin fee / account holder | $198 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |