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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 | $28,497 | $162,812-82.5% | $133,971-78.7% | $158,966-82.1% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 18.27% | 41.94%-23.7pp | 45.09%-26.8pp | 302.95%-284.7pp |
| Employer contribution / active EE | $2,000 | $4,976-59.8% | $3,919-49.0% | $4,762-58.0% |
| Participant deferral / active EE | $1,003 | $5,910-83.0% | $5,047-80.1% | $5,983-83.2% |
| Admin fee / account holder | $65 | $11,741-99.4% | $8,929-99.3% | $11,250-99.4% |