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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 | $212,386-91.1% | $199,883-90.6% | $138,895-86.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 25.30% | 47.75%-22.4pp | 43.81%-18.5pp | 145.39%-120.1pp |
| Employer contribution / active EE | $2,072 | $6,625-68.7% | $6,261-66.9% | $4,194-50.6% |
| Participant deferral / active EE | $2,325 | $9,617-75.8% | $9,138-74.6% | $6,396-63.7% |
| Admin fee / account holder | $95 | $18,233-99.5% | $17,268-99.4% | $12,562-99.2% |