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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 | $13,001 | $135,956-90.4% | $123,894-89.5% | $273,972-95.3% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 9.00% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,033 | $5,170-80.0% | $4,617-77.6% | $4,869-78.8% |
| Participant deferral / active EE | $1,937 | $6,343-69.5% | $5,984-67.6% | $5,287-63.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |