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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 | $21,890 | $157,829-86.1% | $136,867-84.0% | $198,609-89.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 18.07% | 51.25%-33.2pp | 42.97%-24.9pp | 202.70%-184.6pp |
| Employer contribution / active EE | $785 | $3,923-80.0% | $3,547-77.9% | $5,055-84.5% |
| Participant deferral / active EE | $1,570 | $5,463-71.3% | $4,924-68.1% | $6,977-77.5% |
| Admin fee / account holder | $220 | $11,107-98.0% | $10,340-97.9% | $19,030-98.8% |