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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 | $13,628 | $124,980-89.1% | $108,359-87.4% | $154,746-91.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 20.69% | 45.00%-24.3pp | 36.89%-16.2pp | 172.34%-151.6pp |
| Employer contribution / active EE | $845 | $2,851-70.4% | $2,399-64.8% | $4,379-80.7% |
| Participant deferral / active EE | $1,169 | $4,743-75.4% | $4,137-71.7% | $6,730-82.6% |
| Admin fee / account holder | $33 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |