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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 | $8,420 | $110,212-92.4% | $96,534-91.3% | $139,466-94.0% |
| Participation rate | 54.2% | 78.1%-24.0pp | 76.0%-21.8pp | 80.3%-26.2pp |
| Annual return | 34.59% | 26.42%+8.2pp | 25.88%+8.7pp | 373.66%-339.1pp |
| Employer contribution / active EE | $1,295 | $3,620-64.2% | $2,965-56.3% | $4,754-72.8% |
| Participant deferral / active EE | $1,515 | $5,547-72.7% | $4,851-68.8% | $6,712-77.4% |
| Admin fee / account holder | $154 | $11,599-98.7% | $8,253-98.1% | $11,409-98.7% |