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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 | $8,706 | $209,428-95.8% | $178,498-95.1% | $158,950-94.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 60.11% | 188.78%-128.7pp | 151.09%-91.0pp | 302.91%-242.8pp |
| Employer contribution / active EE | $1,484 | $5,707-74.0% | $5,011-70.4% | $4,762-68.8% |
| Participant deferral / active EE | $1,848 | $5,955-69.0% | $5,202-64.5% | $5,983-69.1% |
| Admin fee / account holder | $140 | $17,077-99.2% | $13,985-99.0% | $11,248-98.8% |