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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 | $19,105 | $102,422-81.3% | $147,117-87.0% | $80,959-76.4% |
| Participation rate | 67.4% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 264.50% | 135.16%+129.3pp | 420.54%-156.0pp | 35.67%+228.8pp |
| Employer contribution / active EE | $1,814 | $3,717-51.2% | $4,932-63.2% | $2,757-34.2% |
| Participant deferral / active EE | $2,363 | $6,652-64.5% | $8,065-70.7% | $4,300-45.0% |
| Admin fee / account holder | $288 | $7,953-96.4% | $12,993-97.8% | $6,925-95.8% |