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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 | $132,099-88.5% | $115,599-86.8% | $138,895-89.0% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.3%-37.9pp | 79.9%-43.6pp |
| Annual return | 24.70% | 176.76%-152.1pp | 111.10%-86.4pp | 145.39%-120.7pp |
| Employer contribution / active EE | $888 | $3,416-74.0% | $2,955-70.0% | $4,194-78.8% |
| Participant deferral / active EE | $1,283 | $5,617-77.2% | $4,889-73.8% | $6,396-79.9% |
| Admin fee / account holder | $66 | $15,650-99.6% | $12,841-99.5% | $12,562-99.5% |