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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 | $13,724 | $117,895-88.4% | $102,460-86.6% | $145,897-90.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.64% | 31.92%-18.3pp | 29.47%-15.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $925 | $3,619-74.4% | $3,025-69.4% | $4,663-80.2% |
| Participant deferral / active EE | $1,212 | $5,736-78.9% | $5,056-76.0% | $6,689-81.9% |
| Admin fee / account holder | $99 | $13,353-99.3% | $9,460-99.0% | $13,390-99.3% |