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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 | $11,041 | $102,385-89.2% | $147,080-92.5% | $80,935-86.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 16.58% | 135.09%-118.5pp | 420.17%-403.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $1,160 | $3,717-68.8% | $4,933-76.5% | $2,757-57.9% |
| Participant deferral / active EE | $1,730 | $6,651-74.0% | $8,066-78.5% | $4,299-59.8% |
| Admin fee / account holder | $40 | $7,951-99.5% | $12,989-99.7% | $6,924-99.4% |