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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 | $21,507 | $152,612-85.9% | $125,192-82.8% | $152,897-85.9% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 27.92% | 54.85%-26.9pp | 43.79%-15.9pp | 345.43%-317.5pp |
| Employer contribution / active EE | $975 | $4,947-80.3% | $3,866-74.8% | $4,764-79.5% |
| Participant deferral / active EE | $1,219 | $5,868-79.2% | $4,937-75.3% | $5,851-79.2% |
| Admin fee / account holder | $125 | $13,437-99.1% | $9,704-98.7% | $11,599-98.9% |