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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 | $17,017 | $165,351-89.7% | $149,710-88.6% | $158,931-89.3% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 24.36% | 348.19%-323.8pp | 276.63%-252.3pp | 302.86%-278.5pp |
| Employer contribution / active EE | $1,141 | $5,103-77.6% | $4,645-75.4% | $4,761-76.0% |
| Participant deferral / active EE | $1,380 | $7,181-80.8% | $6,842-79.8% | $5,982-76.9% |
| Admin fee / account holder | $94 | $10,807-99.1% | $9,309-99.0% | $11,247-99.2% |