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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 | $13,818 | $155,840-91.1% | $124,694-88.9% | $167,553-91.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 18.00% | 17.98%0pp | 5144.82%-5126.8pp | 478.89%-460.9pp |
| Employer contribution / active EE | $830 | $4,165-80.1% | $3,325-75.0% | $4,840-82.9% |
| Participant deferral / active EE | $1,431 | $5,675-74.8% | $4,615-69.0% | $6,343-77.4% |
| Admin fee / account holder | $60 | $9,536-99.4% | $7,495-99.2% | $12,316-99.5% |