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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 | $14,027 | $212,386-93.4% | $199,883-93.0% | $138,895-89.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 29.95% | 47.75%-17.8pp | 43.81%-13.9pp | 145.39%-115.4pp |
| Employer contribution / active EE | $1,899 | $6,625-71.3% | $6,261-69.7% | $4,194-54.7% |
| Participant deferral / active EE | $978 | $9,617-89.8% | $9,138-89.3% | $6,396-84.7% |
| Admin fee / account holder | $134 | $18,233-99.3% | $17,268-99.2% | $12,562-98.9% |