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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 | $9,776 | $105,200-90.7% | $159,474-93.9% | $85,847-88.6% |
| Participation rate | 56.5% | 75.8%-19.3pp | 82.8%-26.4pp | 69.3%-12.9pp |
| Annual return | 36.67% | 45.08%-8.4pp | 263.68%-227.0pp | 318.61%-281.9pp |
| Employer contribution / active EE | $1,905 | $3,319-42.6% | $4,831-60.6% | $2,565-25.7% |
| Participant deferral / active EE | $1,617 | $5,946-72.8% | $7,353-78.0% | $3,952-59.1% |
| Admin fee / account holder | $291 | $6,934-95.8% | $10,802-97.3% | $6,261-95.3% |