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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 | $17,362 | $99,994-82.6% | $146,643-88.2% | $85,847-79.8% |
| Participation rate | 23.1% | 73.1%-50.0pp | 80.1%-57.0pp | 69.3%-46.2pp |
| Annual return | 88.94% | 18.93%+70.0pp | 22.75%+66.2pp | 318.61%-229.7pp |
| Employer contribution / active EE | $863 | $2,559-66.3% | $4,137-79.1% | $2,565-66.4% |
| Participant deferral / active EE | $869 | $4,006-78.3% | $5,506-84.2% | $3,952-78.0% |
| Admin fee / account holder | $63 | $7,703-99.2% | $10,280-99.4% | $6,261-99.0% |