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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 | $19,047 | $99,652-80.9% | $78,778-75.8% | $147,586-87.1% |
| Participation rate | 45.0% | 76.2%-31.2pp | 69.2%-24.2pp | 82.8%-37.8pp |
| Annual return | 17.85% | 47.28%-29.4pp | 35.62%-17.8pp | 578.59%-560.7pp |
| Employer contribution / active EE | $455 | $2,796-83.7% | $1,986-77.1% | $4,876-90.7% |
| Participant deferral / active EE | $550 | $3,664-85.0% | $2,958-81.4% | $5,439-89.9% |
| Admin fee / account holder | $27 | $7,155-99.6% | $5,134-99.5% | $10,886-99.8% |