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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 | $23,327 | $755,339-96.9% | $379,746-93.9% | $158,982-85.3% |
| Participation rate | 33.3% | 81.8%-48.4pp | 78.4%-45.1pp | 82.0%-48.6pp |
| Annual return | 21.83% | 53.41%-31.6pp | 34.90%-13.1pp | 302.99%-281.2pp |
| Employer contribution / active EE | $1,549 | $4,685-66.9% | $3,540-56.3% | $4,763-67.5% |
| Participant deferral / active EE | $1,549 | $7,938-80.5% | $6,024-74.3% | $5,983-74.1% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,252-100.0% |