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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 | $15,738 | $157,304-90.0% | $141,197-88.9% | $152,909-89.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 31.69% | 64.34%-32.7pp | 71.41%-39.7pp | 345.46%-313.8pp |
| Employer contribution / active EE | $1,220 | $5,263-76.8% | $4,736-74.2% | $4,764-74.4% |
| Participant deferral / active EE | $1,804 | $7,111-74.6% | $6,710-73.1% | $5,851-69.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |