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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 | $15,154 | $135,956-88.9% | $123,894-87.8% | $273,972-94.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 12.18% | 56.63%-44.4pp | 47.52%-35.3pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,452 | $5,170-71.9% | $4,617-68.6% | $4,869-70.2% |
| Participant deferral / active EE | $1,533 | $6,343-75.8% | $5,984-74.4% | $5,287-71.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |