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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 | $8,193 | $157,304-94.8% | $141,197-94.2% | $152,909-94.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 43.89% | 64.34%-20.4pp | 71.41%-27.5pp | 345.46%-301.6pp |
| Employer contribution / active EE | $1,250 | $5,263-76.2% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $1,250 | $7,111-82.4% | $6,710-81.4% | $5,851-78.6% |
| Admin fee / account holder | $24 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |