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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 | $20,269 | $91,559-77.9% | $133,959-84.9% | $79,858-74.6% |
| Participation rate | 25.7% | 73.3%-47.6pp | 79.8%-54.1pp | 69.6%-43.9pp |
| Annual return | 18.86% | 61.85%-43.0pp | 45.09%-26.2pp | 31.72%-12.9pp |
| Employer contribution / active EE | $708 | $2,384-70.3% | $3,919-81.9% | $2,471-71.3% |
| Participant deferral / active EE | $866 | $3,734-76.8% | $5,047-82.8% | $3,740-76.8% |
| Admin fee / account holder | $139 | $6,321-97.8% | $8,928-98.4% | $5,306-97.4% |