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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 | $19,461 | $157,829-87.7% | $136,867-85.8% | $198,609-90.2% |
| Participation rate | 31.3% | 77.2%-45.9pp | 74.5%-43.3pp | 82.4%-51.1pp |
| Annual return | 24.63% | 51.25%-26.6pp | 42.97%-18.3pp | 202.70%-178.1pp |
| Employer contribution / active EE | $826 | $3,923-78.9% | $3,547-76.7% | $5,055-83.7% |
| Participant deferral / active EE | $1,634 | $5,463-70.1% | $4,924-66.8% | $6,977-76.6% |
| Admin fee / account holder | $88 | $11,107-99.2% | $10,340-99.2% | $19,030-99.5% |