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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 | $12,555 | $162,812-92.3% | $133,971-90.6% | $158,966-92.1% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 20.55% | 41.94%-21.4pp | 45.09%-24.5pp | 302.95%-282.4pp |
| Employer contribution / active EE | $1,048 | $4,976-78.9% | $3,919-73.3% | $4,762-78.0% |
| Participant deferral / active EE | $1,591 | $5,910-73.1% | $5,047-68.5% | $5,983-73.4% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |