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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 | $13,431 | $157,304-91.5% | $141,197-90.5% | $152,909-91.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 39.12% | 64.34%-25.2pp | 71.41%-32.3pp | 345.46%-306.3pp |
| Employer contribution / active EE | $1,223 | $5,263-76.8% | $4,736-74.2% | $4,764-74.3% |
| Participant deferral / active EE | $1,965 | $7,111-72.4% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $84 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |