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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 | $30,993 | $197,637-84.3% | $177,848-82.6% | $158,982-80.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 13.09% | 58.77%-45.7pp | 48.33%-35.2pp | 302.99%-289.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,317 | $8,405-72.4% | $7,714-70.0% | $5,983-61.3% |
| Admin fee / account holder | $225 | $15,406-98.5% | $12,431-98.2% | $11,252-98.0% |