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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 | $15,033 | $110,212-86.4% | $96,534-84.4% | $139,466-89.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 25.63% | 26.42%-0.8pp | 25.88%-0.2pp | 373.66%-348.0pp |
| Employer contribution / active EE | $1,171 | $3,620-67.7% | $2,965-60.5% | $4,754-75.4% |
| Participant deferral / active EE | $1,358 | $5,547-75.5% | $4,851-72.0% | $6,712-79.8% |
| Admin fee / account holder | $54 | $11,599-99.5% | $8,253-99.3% | $11,409-99.5% |