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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 | $239,571-97.5% | $183,328-96.8% | $137,256-95.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 26.45% | 35.69%-9.2pp | 29.67%-3.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,628 | $6,148-73.5% | $5,055-67.8% | $4,156-60.8% |
| Participant deferral / active EE | $2,125 | $7,995-73.4% | $6,795-68.7% | $6,407-66.8% |
| Admin fee / account holder | $12 | $30,059-100.0% | $21,427-99.9% | $12,270-99.9% |