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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 | $13,972 | $148,582-90.6% | $135,942-89.7% | $139,456-90.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 28.50% | 79.26%-50.8pp | 68.28%-39.8pp | 373.45%-344.9pp |
| Employer contribution / active EE | $1,168 | $5,245-77.7% | $4,858-76.0% | $4,753-75.4% |
| Participant deferral / active EE | $2,490 | $8,101-69.3% | $7,759-67.9% | $6,711-62.9% |
| Admin fee / account holder | $32 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |