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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 | $117,829-86.1% | $102,423-84.0% | $145,877-88.8% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 12.37% | 31.83%-19.5pp | 29.42%-17.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $885 | $3,615-75.5% | $3,023-70.7% | $4,663-81.0% |
| Participant deferral / active EE | $1,229 | $5,732-78.6% | $5,054-75.7% | $6,691-81.6% |
| Admin fee / account holder | $258 | $13,335-98.1% | $9,455-97.3% | $13,402-98.1% |