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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 | $17,884 | $112,892-84.2% | $90,956-80.3% | $158,931-88.7% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 15.58% | 215.80%-200.2pp | 134.60%-119.0pp | 302.86%-287.3pp |
| Employer contribution / active EE | $475 | $2,893-83.6% | $2,122-77.6% | $4,761-90.0% |
| Participant deferral / active EE | $949 | $4,127-77.0% | $3,373-71.9% | $5,982-84.1% |
| Admin fee / account holder | $131 | $8,042-98.4% | $5,959-97.8% | $11,247-98.8% |