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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 | $18,586 | $93,589-80.1% | $135,942-86.3% | $75,181-75.3% |
| Participation rate | 18.5% | 75.2%-56.7pp | 81.9%-63.4pp | 67.2%-48.7pp |
| Annual return | 89.24% | 30.90%+58.3pp | 68.28%+21.0pp | 160.69%-71.4pp |
| Employer contribution / active EE | $939 | $3,537-73.5% | $4,858-80.7% | $2,671-64.8% |
| Participant deferral / active EE | $1,942 | $6,405-69.7% | $7,759-75.0% | $4,126-52.9% |
| Admin fee / account holder | $103 | $6,977-98.5% | $10,764-99.0% | $5,650-98.2% |