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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 | $15,015 | $58,927-74.5% | $76,823-80.5% | $72,983-79.4% |
| Participation rate | 25.0% | 67.3%-42.3pp | 72.1%-47.1pp | 69.5%-44.5pp |
| Annual return | 22.84% | 2305.64%-2282.8pp | 1166.42%-1143.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $413 | $1,787-76.9% | $2,302-82.1% | $2,440-83.1% |
| Participant deferral / active EE | $649 | $2,690-75.9% | $3,336-80.5% | $3,608-82.0% |
| Admin fee / account holder | $250 | $4,013-93.8% | $6,422-96.1% | $5,124-95.1% |