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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 | $16,347 | $117,895-86.1% | $102,460-84.0% | $145,897-88.8% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.9pp |
| Annual return | 12.37% | 31.92%-19.6pp | 29.47%-17.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $885 | $3,619-75.5% | $3,025-70.7% | $4,663-81.0% |
| Participant deferral / active EE | $1,229 | $5,736-78.6% | $5,056-75.7% | $6,689-81.6% |
| Admin fee / account holder | $258 | $13,353-98.1% | $9,460-97.3% | $13,390-98.1% |