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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 | $12,912 | $135,956-90.5% | $123,894-89.6% | $273,972-95.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 8.84% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,125 | $5,170-78.2% | $4,617-75.6% | $4,869-76.9% |
| Participant deferral / active EE | $1,249 | $6,343-80.3% | $5,984-79.1% | $5,287-76.4% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |