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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 | $12,464 | $117,895-89.4% | $102,460-87.8% | $145,897-91.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 27.73% | 31.92%-4.2pp | 29.47%-1.7pp | 552.29%-524.6pp |
| Employer contribution / active EE | $1,579 | $3,619-56.4% | $3,025-47.8% | $4,663-66.1% |
| Participant deferral / active EE | $1,579 | $5,736-72.5% | $5,056-68.8% | $6,689-76.4% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |