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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 | $13,253 | $154,228-91.4% | $145,433-90.9% | $137,256-90.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 28.74% | 74.59%-45.8pp | 66.58%-37.8pp | 220.34%-191.6pp |
| Employer contribution / active EE | $1,194 | $4,804-75.1% | $4,554-73.8% | $4,156-71.3% |
| Participant deferral / active EE | $1,194 | $8,216-85.5% | $7,897-84.9% | $6,407-81.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |