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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 | $14,278 | $115,796-87.7% | $101,264-85.9% | $158,950-91.0% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 17.10% | 56.15%-39.0pp | 46.48%-29.4pp | 302.91%-285.8pp |
| Employer contribution / active EE | $804 | $4,175-80.7% | $3,660-78.0% | $4,762-83.1% |
| Participant deferral / active EE | $1,240 | $4,958-75.0% | $4,370-71.6% | $5,983-79.3% |
| Admin fee / account holder | $101 | $7,247-98.6% | $5,947-98.3% | $11,248-99.1% |