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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 | $19,100 | $112,121-83.0% | $95,960-80.1% | $158,966-88.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 20.15% | 171.16%-151.0pp | 91.63%-71.5pp | 302.95%-282.8pp |
| Employer contribution / active EE | $652 | $3,199-79.6% | $2,541-74.4% | $4,762-86.3% |
| Participant deferral / active EE | $787 | $4,784-83.6% | $4,167-81.1% | $5,983-86.9% |
| Admin fee / account holder | $146 | $10,135-98.6% | $6,797-97.9% | $11,250-98.7% |