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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 | $24,256 | $210,343-88.5% | $153,432-84.2% | $145,959-83.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.56% | 13.38%-2.8pp | 15.66%-5.1pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,597 | $6,047-73.6% | $5,038-68.3% | $4,661-65.7% |
| Participant deferral / active EE | $1,941 | $7,977-75.7% | $6,757-71.3% | $6,689-71.0% |
| Admin fee / account holder | $69 | $19,424-99.6% | $12,725-99.5% | $13,398-99.5% |