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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 | $15,248 | $142,354-89.3% | $125,529-87.9% | $155,188-90.2% |
| Participation rate | 36.4% | 78.1%-41.7pp | 74.7%-38.4pp | 80.8%-44.4pp |
| Annual return | 24.70% | 306.06%-281.4pp | 202.56%-177.9pp | 148.84%-124.1pp |
| Employer contribution / active EE | $888 | $3,501-74.6% | $3,058-71.0% | $4,248-79.1% |
| Participant deferral / active EE | $1,283 | $5,491-76.6% | $4,813-73.3% | $6,531-80.4% |
| Admin fee / account holder | $66 | $19,392-99.7% | $16,298-99.6% | $14,480-99.5% |