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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 | $17,495 | $165,381-89.4% | $149,730-88.3% | $158,966-89.0% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 13.25% | 348.29%-335.0pp | 276.70%-263.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $1,000 | $5,104-80.4% | $4,645-78.5% | $4,762-79.0% |
| Participant deferral / active EE | $1,217 | $7,182-83.0% | $6,843-82.2% | $5,983-79.7% |
| Admin fee / account holder | $82 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |