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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 | $14,066 | $185,883-92.4% | $170,043-91.7% | $139,466-89.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 21.99% | 60.54%-38.6pp | 53.40%-31.4pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,814 | $7,596-76.1% | $6,790-73.3% | $4,754-61.9% |
| Participant deferral / active EE | $2,255 | $11,626-80.6% | $10,410-78.3% | $6,712-66.4% |
| Admin fee / account holder | $34 | $15,393-99.8% | $12,824-99.7% | $11,409-99.7% |