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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 | $17,940 | $165,381-89.2% | $149,730-88.0% | $158,966-88.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 26.76% | 348.29%-321.5pp | 276.70%-249.9pp | 302.95%-276.2pp |
| Employer contribution / active EE | $1,787 | $5,104-65.0% | $4,645-61.5% | $4,762-62.5% |
| Participant deferral / active EE | $1,787 | $7,182-75.1% | $6,843-73.9% | $5,983-70.1% |
| Admin fee / account holder | $95 | $10,809-99.1% | $9,310-99.0% | $11,250-99.2% |