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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 | $16,154 | $93,589-82.7% | $135,942-88.1% | $75,181-78.5% |
| Participation rate | 39.6% | 75.2%-35.6pp | 81.9%-42.3pp | 67.2%-27.6pp |
| Annual return | 49.27% | 30.90%+18.4pp | 68.28%-19.0pp | 160.69%-111.4pp |
| Employer contribution / active EE | $1,689 | $3,537-52.2% | $4,858-65.2% | $2,671-36.7% |
| Participant deferral / active EE | $1,868 | $6,405-70.8% | $7,759-75.9% | $4,126-54.7% |
| Admin fee / account holder | $9 | $6,977-99.9% | $10,764-99.9% | $5,650-99.8% |