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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 | $16,282 | $124,346-86.9% | $111,308-85.4% | $167,536-90.3% |
| Participation rate | 53.3% | 79.6%-26.3pp | 77.3%-24.0pp | 82.1%-28.8pp |
| Annual return | 12.64% | 37.45%-24.8pp | 54.67%-42.0pp | 478.82%-466.2pp |
| Employer contribution / active EE | $880 | $3,437-74.4% | $2,732-67.8% | $4,839-81.8% |
| Participant deferral / active EE | $1,278 | $5,182-75.3% | $4,487-71.5% | $6,342-79.9% |
| Admin fee / account holder | $215 | $10,621-98.0% | $7,965-97.3% | $12,315-98.3% |