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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 | $20,460 | $165,381-87.6% | $149,730-86.3% | $158,966-87.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 9.88% | 348.29%-338.4pp | 276.70%-266.8pp | 302.95%-293.1pp |
| Employer contribution / active EE | $1,184 | $5,104-76.8% | $4,645-74.5% | $4,762-75.1% |
| Participant deferral / active EE | $2,256 | $7,182-68.6% | $6,843-67.0% | $5,983-62.3% |
| Admin fee / account holder | $75 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |