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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 | $13,951 | $166,268-91.6% | $165,100-91.6% | $145,897-90.4% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.6%-33.6pp | 80.3%-35.3pp |
| Annual return | 20.80% | 100.52%-79.7pp | 70.21%-49.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $1,288 | $5,284-75.6% | $4,348-70.4% | $4,663-72.4% |
| Participant deferral / active EE | $1,704 | $6,964-75.5% | $6,035-71.8% | $6,689-74.5% |
| Admin fee / account holder | $100 | $16,659-99.4% | $12,696-99.2% | $13,390-99.3% |