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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 | $22,299 | $102,385-78.2% | $147,080-84.8% | $80,935-72.4% |
| Participation rate | 30.8% | 75.9%-45.1pp | 82.2%-51.4pp | 67.7%-36.9pp |
| Annual return | 25.62% | 135.09%-109.5pp | 420.17%-394.5pp | 35.66%-10.0pp |
| Employer contribution / active EE | $1,174 | $3,717-68.4% | $4,933-76.2% | $2,757-57.4% |
| Participant deferral / active EE | $1,942 | $6,651-70.8% | $8,066-75.9% | $4,299-54.8% |
| Admin fee / account holder | $71 | $7,951-99.1% | $12,989-99.5% | $6,924-99.0% |