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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 | $11,850 | $226,105-94.8% | $182,540-93.5% | $152,897-92.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 23.60% | 192.58%-169.0pp | 148.58%-125.0pp | 345.43%-321.8pp |
| Employer contribution / active EE | $950 | $4,978-80.9% | $4,076-76.7% | $4,764-80.1% |
| Participant deferral / active EE | $1,084 | $6,370-83.0% | $5,525-80.4% | $5,851-81.5% |
| Admin fee / account holder | $54 | $10,706-99.5% | $8,593-99.4% | $11,599-99.5% |