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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 | $21,559 | $157,304-86.3% | $141,197-84.7% | $152,909-85.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 26.64% | 64.34%-37.7pp | 71.41%-44.8pp | 345.46%-318.8pp |
| Employer contribution / active EE | $982 | $5,263-81.3% | $4,736-79.3% | $4,764-79.4% |
| Participant deferral / active EE | $1,963 | $7,111-72.4% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $129 | $12,126-98.9% | $10,265-98.7% | $11,601-98.9% |