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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 | $210,908-88.5% | $153,643-84.2% | $145,884-83.4% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.56% | 13.46%-2.9pp | 15.71%-5.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,597 | $6,055-73.6% | $5,039-68.3% | $4,662-65.8% |
| Participant deferral / active EE | $1,941 | $7,976-75.7% | $6,754-71.3% | $6,690-71.0% |
| Admin fee / account holder | $69 | $19,477-99.6% | $12,739-99.5% | $13,392-99.5% |