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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 | $17,390 | $106,918-83.7% | $84,021-79.3% | $152,897-88.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 20.85% | 105.01%-84.2pp | 71.32%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $448 | $2,735-83.6% | $1,984-77.4% | $4,764-90.6% |
| Participant deferral / active EE | $448 | $4,012-88.8% | $3,239-86.2% | $5,851-92.3% |
| Admin fee / account holder | $152 | $8,288-98.2% | $6,102-97.5% | $11,599-98.7% |