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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 | $17,845 | $177,595-90.0% | $148,496-88.0% | $198,609-91.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 26.48% | 9.97%+16.5pp | 12.33%+14.2pp | 202.70%-176.2pp |
| Employer contribution / active EE | $959 | $4,098-76.6% | $3,497-72.6% | $5,055-81.0% |
| Participant deferral / active EE | $1,382 | $5,539-75.0% | $4,808-71.3% | $6,977-80.2% |
| Admin fee / account holder | $3 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |