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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 | $10,615 | $77,416-86.3% | $69,464-84.7% | $152,897-93.1% |
| Participation rate | 35.3% | 78.1%-42.8pp | 74.6%-39.3pp | 82.5%-47.2pp |
| Annual return | 23.50% | 39.08%-15.6pp | 28.98%-5.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $498 | $3,315-85.0% | $2,779-82.1% | $4,764-89.6% |
| Participant deferral / active EE | $621 | $4,413-85.9% | $3,536-82.4% | $5,851-89.4% |
| Admin fee / account holder | $199 | $6,208-96.8% | $3,840-94.8% | $11,599-98.3% |