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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 | $20,625 | $162,821-87.3% | $133,978-84.6% | $158,982-87.0% |
| Participation rate | 22.2% | 83.2%-61.0pp | 79.8%-57.6pp | 82.0%-59.7pp |
| Annual return | 24.41% | 41.95%-17.5pp | 45.10%-20.7pp | 302.99%-278.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,285 | $5,910-78.3% | $5,047-74.5% | $5,983-78.5% |
| Admin fee / account holder | $176 | $11,742-98.5% | $8,930-98.0% | $11,252-98.4% |