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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 | $15,398 | $104,251-85.2% | $91,004-83.1% | $147,586-89.6% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.6%-38.1pp | 82.8%-45.3pp |
| Annual return | 13.94% | 27.06%-13.1pp | 4.60%+9.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,112 | $3,116-64.3% | $2,456-54.7% | $4,876-77.2% |
| Participant deferral / active EE | $1,112 | $4,195-73.5% | $3,548-68.7% | $5,439-79.6% |
| Admin fee / account holder | $30 | $8,948-99.7% | $5,417-99.5% | $10,886-99.7% |