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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 | $3,488 | $129,737-97.3% | $119,126-97.1% | $154,746-97.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 20.72% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,072 | $4,375-75.5% | $4,034-73.4% | $4,379-75.5% |
| Participant deferral / active EE | $1,716 | $5,842-70.6% | $5,318-67.7% | $6,730-74.5% |
| Admin fee / account holder | $24 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |