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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 | $9,725 | $118,496-91.8% | $98,461-90.1% | $139,466-93.0% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 13.67% | 18.96%-5.3pp | 21.17%-7.5pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,220 | $3,611-66.2% | $3,049-60.0% | $4,754-74.3% |
| Participant deferral / active EE | $1,221 | $5,393-77.4% | $4,738-74.2% | $6,712-81.8% |
| Admin fee / account holder | $42 | $14,056-99.7% | $8,961-99.5% | $11,409-99.6% |