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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 | $12,007 | $98,760-87.8% | $149,715-92.0% | $79,858-85.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 47.26% | 27.43%+19.8pp | 276.66%-229.4pp | 31.72%+15.5pp |
| Employer contribution / active EE | $1,383 | $3,217-57.0% | $4,645-70.2% | $2,471-44.0% |
| Participant deferral / active EE | $2,186 | $5,681-61.5% | $6,842-68.0% | $3,740-41.5% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |