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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 | $13,569 | $107,368-87.4% | $92,915-85.4% | $152,909-91.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 23.25% | 145.64%-122.4pp | 109.45%-86.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,737 | $4,222-35.2% | $3,653-25.1% | $4,764-42.5% |
| Participant deferral / active EE | $515 | $4,848-89.4% | $4,238-87.8% | $5,851-91.2% |
| Admin fee / account holder | $63 | $7,082-99.1% | $5,796-98.9% | $11,601-99.5% |