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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 | $18,248 | $99,875-81.7% | $146,866-87.6% | $86,983-79.0% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.5%-35.4pp | 69.5%-22.5pp |
| Annual return | 22.72% | 28.10%-5.4pp | 102.85%-80.1pp | 25.83%-3.1pp |
| Employer contribution / active EE | $821 | $3,224-74.5% | $4,425-81.4% | $2,584-68.2% |
| Participant deferral / active EE | $1,985 | $6,322-68.6% | $7,759-74.4% | $4,194-52.7% |
| Admin fee / account holder | $230 | $7,838-97.1% | $13,620-98.3% | $7,856-97.1% |