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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 | $14,548 | $157,304-90.8% | $141,197-89.7% | $152,909-90.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 31.98% | 64.34%-32.4pp | 71.41%-39.4pp | 345.46%-313.5pp |
| Employer contribution / active EE | $1,022 | $5,263-80.6% | $4,736-78.4% | $4,764-78.5% |
| Participant deferral / active EE | $1,926 | $7,111-72.9% | $6,710-71.3% | $5,851-67.1% |
| Admin fee / account holder | $89 | $12,126-99.3% | $10,265-99.1% | $11,601-99.2% |