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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 | $15,472 | $157,276-90.2% | $141,177-89.0% | $152,885-89.9% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 20.38% | 64.33%-43.9pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $1,129 | $5,262-78.5% | $4,736-76.2% | $4,763-76.3% |
| Participant deferral / active EE | $210 | $7,110-97.0% | $6,710-96.9% | $5,851-96.4% |
| Admin fee / account holder | $204 | $12,123-98.3% | $10,263-98.0% | $11,598-98.2% |