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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 | $14,306 | $148,582-90.4% | $135,942-89.5% | $139,456-89.7% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 34.38% | 79.26%-44.9pp | 68.28%-33.9pp | 373.45%-339.1pp |
| Employer contribution / active EE | $1,566 | $5,245-70.1% | $4,858-67.8% | $4,753-67.1% |
| Participant deferral / active EE | $2,301 | $8,101-71.6% | $7,759-70.3% | $6,711-65.7% |
| Admin fee / account holder | $52 | $12,402-99.6% | $10,764-99.5% | $11,407-99.5% |