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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 | $17,144 | $157,296-89.1% | $141,191-87.9% | $152,897-88.8% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 29.38% | 64.34%-35.0pp | 71.41%-42.0pp | 345.43%-316.1pp |
| Employer contribution / active EE | $1,617 | $5,262-69.3% | $4,736-65.9% | $4,764-66.0% |
| Participant deferral / active EE | $2,084 | $7,111-70.7% | $6,710-68.9% | $5,851-64.4% |
| Admin fee / account holder | $213 | $12,125-98.2% | $10,264-97.9% | $11,599-98.2% |