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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 | $18,800 | $209,336-91.0% | $197,124-90.5% | $137,256-86.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 25.30% | 48.09%-22.8pp | 44.34%-19.0pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,072 | $6,591-68.6% | $6,227-66.7% | $4,156-50.2% |
| Participant deferral / active EE | $2,325 | $9,614-75.8% | $9,135-74.6% | $6,407-63.7% |
| Admin fee / account holder | $95 | $17,308-99.5% | $16,298-99.4% | $12,270-99.2% |