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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 | $14,173 | $156,616-91.0% | $133,346-89.4% | $198,609-92.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 23.08% | 44.25%-21.2pp | 36.85%-13.8pp | 202.70%-179.6pp |
| Employer contribution / active EE | $1,150 | $3,368-65.9% | $2,853-59.7% | $5,055-77.3% |
| Participant deferral / active EE | $1,150 | $4,920-76.6% | $4,332-73.5% | $6,977-83.5% |
| Admin fee / account holder | $21 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |