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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 | $21,465 | $157,296-86.4% | $141,191-84.8% | $152,897-86.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 30.34% | 64.34%-34.0pp | 71.41%-41.1pp | 345.43%-315.1pp |
| Employer contribution / active EE | $1,625 | $5,262-69.1% | $4,736-65.7% | $4,764-65.9% |
| Participant deferral / active EE | $1,625 | $7,111-77.1% | $6,710-75.8% | $5,851-72.2% |
| Admin fee / account holder | $106 | $12,125-99.1% | $10,264-99.0% | $11,599-99.1% |