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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 | $21,908 | $167,415-86.9% | $140,514-84.4% | $198,609-89.0% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 21.17% | 13.85%+7.3pp | 14.36%+6.8pp | 202.70%-181.5pp |
| Employer contribution / active EE | $2,175 | $4,088-46.8% | $3,378-35.6% | $5,055-57.0% |
| Participant deferral / active EE | $2,175 | $5,579-61.0% | $4,919-55.8% | $6,977-68.8% |
| Admin fee / account holder | $36 | $16,730-99.8% | $13,697-99.7% | $19,030-99.8% |