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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 | $16,118 | $148,623-89.2% | $135,974-88.1% | $139,466-88.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.64% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,258 | $5,246-76.0% | $4,859-74.1% | $4,754-73.5% |
| Participant deferral / active EE | $2,090 | $8,103-74.2% | $7,760-73.1% | $6,712-68.9% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |