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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 | $19,828 | $165,361-88.0% | $149,715-86.8% | $158,950-87.5% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 34.30% | 348.24%-313.9pp | 276.66%-242.4pp | 302.91%-268.6pp |
| Employer contribution / active EE | $1,578 | $5,103-69.1% | $4,645-66.0% | $4,762-66.9% |
| Participant deferral / active EE | $1,926 | $7,182-73.2% | $6,842-71.9% | $5,983-67.8% |
| Admin fee / account holder | $186 | $10,808-98.3% | $9,310-98.0% | $11,248-98.3% |