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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 | $13,504 | $103,387-86.9% | $87,102-84.5% | $152,885-91.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 32.22% | 28.10%+4.1pp | 28.19%+4.0pp | 345.39%-313.2pp |
| Employer contribution / active EE | $764 | $3,221-76.3% | $2,521-69.7% | $4,763-84.0% |
| Participant deferral / active EE | $926 | $4,778-80.6% | $4,048-77.1% | $5,851-84.2% |
| Admin fee / account holder | $106 | $12,193-99.1% | $7,491-98.6% | $11,598-99.1% |