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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 | $13,061 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.28% | 98.49%-79.2pp | 419.75%-400.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,246 | $5,289-76.5% | $4,936-74.8% | $4,663-73.3% |
| Participant deferral / active EE | $2,337 | $8,429-72.3% | $8,071-71.0% | $6,691-65.1% |
| Admin fee / account holder | $141 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |