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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 | $24,814 | $147,594-83.2% | $121,871-79.6% | $198,609-87.5% |
| Participation rate | 40.0% | 78.0%-38.0pp | 73.2%-33.2pp | 82.4%-42.4pp |
| Annual return | 20.06% | 12.94%+7.1pp | 13.57%+6.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $528 | $3,007-82.4% | $2,731-80.7% | $5,055-89.6% |
| Participant deferral / active EE | $1,202 | $5,168-76.7% | $4,318-72.2% | $6,977-82.8% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |