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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 | $11,802 | $117,846-90.0% | $102,434-88.5% | $145,884-91.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.42% | 31.90%-21.5pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $880 | $3,615-75.7% | $3,023-70.9% | $4,662-81.1% |
| Participant deferral / active EE | $1,100 | $5,733-80.8% | $5,055-78.2% | $6,690-83.6% |
| Admin fee / account holder | $80 | $13,356-99.4% | $9,462-99.1% | $13,392-99.4% |