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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 | $15,660 | $174,018-91.0% | $136,833-88.6% | $198,609-92.1% |
| Participation rate | 15.0% | 65.1%-50.1pp | 59.0%-44.0pp | 82.4%-67.4pp |
| Annual return | 15.43% | 35.16%-19.7pp | 35.32%-19.9pp | 202.70%-187.3pp |
| Employer contribution / active EE | $164 | $1,571-89.6% | $1,319-87.6% | $5,055-96.8% |
| Participant deferral / active EE | $164 | $2,873-94.3% | $2,441-93.3% | $6,977-97.7% |
| Admin fee / account holder | $156 | $5,434-97.1% | $4,706-96.7% | $19,030-99.2% |