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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 | $13,300 | $103,393-87.1% | $87,103-84.7% | $152,909-91.3% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 23.40% | 28.10%-4.7pp | 28.19%-4.8pp | 345.46%-322.1pp |
| Employer contribution / active EE | $977 | $3,221-69.7% | $2,521-61.3% | $4,764-79.5% |
| Participant deferral / active EE | $1,381 | $4,778-71.1% | $4,049-65.9% | $5,851-76.4% |
| Admin fee / account holder | $109 | $12,195-99.1% | $7,491-98.5% | $11,601-99.1% |