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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 | $13,990 | $117,846-88.1% | $102,434-86.3% | $145,884-90.4% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 13.56% | 31.90%-18.3pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,310 | $3,615-63.7% | $3,023-56.7% | $4,662-71.9% |
| Participant deferral / active EE | $1,548 | $5,733-73.0% | $5,055-69.4% | $6,690-76.9% |
| Admin fee / account holder | $198 | $13,356-98.5% | $9,462-97.9% | $13,392-98.5% |