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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 | $12,890 | $165,381-92.2% | $149,730-91.4% | $158,966-91.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.42% | 348.29%-329.9pp | 276.70%-258.3pp | 302.95%-284.5pp |
| Employer contribution / active EE | $1,044 | $5,104-79.6% | $4,645-77.5% | $4,762-78.1% |
| Participant deferral / active EE | $1,450 | $7,182-79.8% | $6,843-78.8% | $5,983-75.8% |
| Admin fee / account holder | $84 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |