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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 | $14,217 | $223,823-93.6% | $211,142-93.3% | $154,746-90.8% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 26.06% | 50.39%-24.3pp | 46.84%-20.8pp | 172.34%-146.3pp |
| Employer contribution / active EE | $2,515 | $6,787-62.9% | $6,442-61.0% | $4,379-42.6% |
| Participant deferral / active EE | $3,178 | $9,750-67.4% | $9,284-65.8% | $6,730-52.8% |
| Admin fee / account holder | $133 | $19,707-99.3% | $19,076-99.3% | $14,365-99.1% |