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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 | $13,671 | $117,829-88.4% | $102,423-86.7% | $145,877-90.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.53% | 31.83%-18.3pp | 29.42%-15.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,398 | $3,615-61.3% | $3,023-53.8% | $4,663-70.0% |
| Participant deferral / active EE | $1,711 | $5,732-70.2% | $5,054-66.2% | $6,691-74.4% |
| Admin fee / account holder | $114 | $13,335-99.1% | $9,455-98.8% | $13,402-99.2% |