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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 | $6,666 | $161,352-95.9% | $134,172-95.0% | $137,256-95.1% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.5%-52.5pp | 80.0%-60.0pp |
| Annual return | 19.54% | 28.72%-9.2pp | 25.30%-5.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,070 | $4,099-73.9% | $3,420-68.7% | $4,156-74.2% |
| Participant deferral / active EE | $280 | $5,552-95.0% | $4,690-94.0% | $6,407-95.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |