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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 | $20,323 | $165,399-87.7% | $149,745-86.4% | $158,982-87.2% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 22.01% | 348.34%-326.3pp | 276.72%-254.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $1,107 | $5,105-78.3% | $4,646-76.2% | $4,763-76.8% |
| Participant deferral / active EE | $1,341 | $7,183-81.3% | $6,843-80.4% | $5,983-77.6% |
| Admin fee / account holder | $190 | $10,811-98.2% | $9,312-98.0% | $11,252-98.3% |