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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 | $102,393-81.3% | $147,041-87.0% | $80,911-76.4% |
| Participation rate | 67.4% | 75.9%-8.5pp | 82.2%-14.8pp | 67.6%-0.3pp |
| Annual return | 264.50% | 134.95%+129.6pp | 419.21%-154.7pp | 35.63%+228.9pp |
| Employer contribution / active EE | $1,814 | $3,715-51.2% | $4,935-63.3% | $2,756-34.2% |
| Participant deferral / active EE | $2,363 | $6,647-64.4% | $8,071-70.7% | $4,297-45.0% |
| Admin fee / account holder | $288 | $7,943-96.4% | $13,006-97.8% | $6,935-95.8% |