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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 | $15,034 | $104,251-85.6% | $91,004-83.5% | $147,585-89.8% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 24.11% | 27.06%-2.9pp | 4.60%+19.5pp | 578.58%-554.5pp |
| Employer contribution / active EE | $500 | $3,116-84.0% | $2,456-79.6% | $4,876-89.7% |
| Participant deferral / active EE | $1,104 | $4,195-73.7% | $3,548-68.9% | $5,439-79.7% |
| Admin fee / account holder | $110 | $8,948-98.8% | $5,417-98.0% | $10,886-99.0% |