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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 | $139,948-87.2% | $121,663-85.3% | $154,746-88.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 26.48% | 230.52%-204.0pp | 147.54%-121.1pp | 172.34%-145.9pp |
| Employer contribution / active EE | $959 | $3,521-72.8% | $3,020-68.2% | $4,379-78.1% |
| Participant deferral / active EE | $1,382 | $5,629-75.4% | $4,887-71.7% | $6,730-79.5% |
| Admin fee / account holder | $3 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |