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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 | $14,857 | $152,612-90.3% | $125,192-88.1% | $152,897-90.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 23.60% | 54.85%-31.2pp | 43.79%-20.2pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,105 | $4,947-77.7% | $3,866-71.4% | $4,764-76.8% |
| Participant deferral / active EE | $1,105 | $5,868-81.2% | $4,937-77.6% | $5,851-81.1% |
| Admin fee / account holder | $117 | $13,437-99.1% | $9,704-98.8% | $11,599-99.0% |