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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 | $227,291-93.8% | $214,702-93.5% | $155,188-91.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 29.95% | 60.08%-30.1pp | 54.55%-24.6pp | 148.84%-118.9pp |
| Employer contribution / active EE | $1,899 | $6,772-72.0% | $6,461-70.6% | $4,248-55.3% |
| Participant deferral / active EE | $978 | $9,582-89.8% | $9,147-89.3% | $6,531-85.0% |
| Admin fee / account holder | $134 | $20,413-99.3% | $19,830-99.3% | $14,480-99.1% |