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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 | $16,022 | $165,399-90.3% | $149,745-89.3% | $158,982-89.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 22.18% | 348.34%-326.2pp | 276.72%-254.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $1,146 | $5,105-77.5% | $4,646-75.3% | $4,763-75.9% |
| Participant deferral / active EE | $1,432 | $7,183-80.1% | $6,843-79.1% | $5,983-76.1% |
| Admin fee / account holder | $230 | $10,811-97.9% | $9,312-97.5% | $11,252-98.0% |