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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 | $14,909 | $135,956-89.0% | $123,894-88.0% | $273,972-94.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.59% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,192 | $5,170-76.9% | $4,617-74.2% | $4,869-75.5% |
| Participant deferral / active EE | $1,600 | $6,343-74.8% | $5,984-73.3% | $5,287-69.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |