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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 | $15,743 | $132,634-88.1% | $115,768-86.4% | $137,256-88.5% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.4%-29.9pp | 80.0%-35.5pp |
| Annual return | 22.82% | 160.70%-137.9pp | 100.46%-77.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,255 | $3,360-62.6% | $2,940-57.3% | $4,156-69.8% |
| Participant deferral / active EE | $1,186 | $5,619-78.9% | $4,917-75.9% | $6,407-81.5% |
| Admin fee / account holder | $14 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |