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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 | $18,934 | $157,276-88.0% | $141,177-86.6% | $152,885-87.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 29.28% | 64.33%-35.1pp | 71.40%-42.1pp | 345.39%-316.1pp |
| Employer contribution / active EE | $1,404 | $5,262-73.3% | $4,736-70.4% | $4,763-70.5% |
| Participant deferral / active EE | $1,755 | $7,110-75.3% | $6,710-73.8% | $5,851-70.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |