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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 | $14,566 | $103,392-85.9% | $87,104-83.3% | $152,897-90.5% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.9%-48.3pp | 82.5%-53.9pp |
| Annual return | 22.08% | 28.10%-6.0pp | 28.19%-6.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $671 | $3,221-79.2% | $2,521-73.4% | $4,764-85.9% |
| Participant deferral / active EE | $1,224 | $4,778-74.4% | $4,048-69.8% | $5,851-79.1% |
| Admin fee / account holder | $24 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |