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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 | $15,256 | $144,130-89.4% | $117,861-87.1% | $147,586-89.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 12.80% | 531.20%-518.4pp | 335.11%-322.3pp | 578.59%-565.8pp |
| Employer contribution / active EE | $3,207 | $4,897-34.5% | $3,786-15.3% | $4,876-34.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $124 | $10,887-98.9% | $8,021-98.5% | $10,886-98.9% |