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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 | $18,704 | $88,672-78.9% | $105,223-82.2% | $82,448-77.3% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 19.74% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $887 | $3,048-70.9% | $3,689-76.0% | $2,551-65.2% |
| Participant deferral / active EE | $1,074 | $4,036-73.4% | $5,072-78.8% | $4,139-74.1% |
| Admin fee / account holder | $125 | $7,146-98.2% | $8,859-98.6% | $7,234-98.3% |