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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 | $16,566 | $127,790-87.0% | $106,555-84.5% | $167,536-90.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 19.75% | 33.88%-14.1pp | 26.80%-7.1pp | 478.82%-459.1pp |
| Employer contribution / active EE | $823 | $3,428-76.0% | $2,819-70.8% | $4,839-83.0% |
| Participant deferral / active EE | $1,396 | $5,088-72.6% | $4,399-68.3% | $6,342-78.0% |
| Admin fee / account holder | $260 | $11,229-97.7% | $7,408-96.5% | $12,315-97.9% |