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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 | $15,135 | $212,386-92.9% | $199,883-92.4% | $138,895-89.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 18.83% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,737 | $6,625-73.8% | $6,261-72.3% | $4,194-58.6% |
| Participant deferral / active EE | $1,858 | $9,617-80.7% | $9,138-79.7% | $6,396-71.0% |
| Admin fee / account holder | $27 | $18,233-99.9% | $17,268-99.8% | $12,562-99.8% |