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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 | $13,982 | $117,895-88.1% | $102,460-86.4% | $145,897-90.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.55% | 31.92%-13.4pp | 29.47%-10.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,472 | $3,619-59.3% | $3,025-51.3% | $4,663-68.4% |
| Participant deferral / active EE | $1,722 | $5,736-70.0% | $5,056-65.9% | $6,689-74.3% |
| Admin fee / account holder | $16 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |