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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 | $10,501 | $110,337-90.5% | $102,383-89.7% | $145,877-92.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.44% | 24.83%-11.4pp | 24.94%-11.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,131 | $4,216-73.2% | $3,870-70.8% | $4,663-75.7% |
| Participant deferral / active EE | $1,181 | $5,621-79.0% | $5,060-76.7% | $6,691-82.3% |
| Admin fee / account holder | $157 | $9,750-98.4% | $8,391-98.1% | $13,402-98.8% |