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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 | $15,440 | $132,634-88.4% | $115,768-86.7% | $137,256-88.8% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 18.02% | 160.70%-142.7pp | 100.46%-82.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $793 | $3,360-76.4% | $2,940-73.0% | $4,156-80.9% |
| Participant deferral / active EE | $936 | $5,619-83.3% | $4,917-81.0% | $6,407-85.4% |
| Admin fee / account holder | $166 | $15,028-98.9% | $12,439-98.7% | $12,270-98.7% |