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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 | $16,587 | $132,634-87.5% | $115,768-85.7% | $137,256-87.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 14.99% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $994 | $3,360-70.4% | $2,940-66.2% | $4,156-76.1% |
| Participant deferral / active EE | $994 | $5,619-82.3% | $4,917-79.8% | $6,407-84.5% |
| Admin fee / account holder | $165 | $15,028-98.9% | $12,439-98.7% | $12,270-98.7% |