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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 | $5,894 | $315,200-98.1% | $238,191-97.5% | $155,188-96.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.1%-27.1pp | 80.8%-30.8pp |
| Annual return | 26.45% | 10.25%+16.2pp | 13.02%+13.4pp | 148.84%-122.4pp |
| Employer contribution / active EE | $1,628 | $6,383-74.5% | $5,082-68.0% | $4,248-61.7% |
| Participant deferral / active EE | $2,125 | $8,044-73.6% | $6,726-68.4% | $6,531-67.5% |
| Admin fee / account holder | $12 | $48,031-100.0% | $34,582-100.0% | $14,480-99.9% |