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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 | $7,847 | $176,105-95.5% | $159,474-95.1% | $167,536-95.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 21.70% | 331.91%-310.2pp | 263.68%-242.0pp | 478.82%-457.1pp |
| Employer contribution / active EE | $1,000 | $5,299-81.1% | $4,831-79.3% | $4,839-79.3% |
| Participant deferral / active EE | $2,045 | $7,751-73.6% | $7,353-72.2% | $6,342-67.8% |
| Admin fee / account holder | $132 | $12,559-99.0% | $10,802-98.8% | $12,315-98.9% |