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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 | $14,081 | $226,135-93.8% | $182,558-92.3% | $152,909-90.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 20.94% | 192.60%-171.7pp | 148.59%-127.6pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,161 | $4,979-76.7% | $4,076-71.5% | $4,764-75.6% |
| Participant deferral / active EE | $1,162 | $6,371-81.8% | $5,526-79.0% | $5,851-80.1% |
| Admin fee / account holder | $25 | $10,707-99.8% | $8,594-99.7% | $11,601-99.8% |