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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 | $11,295 | $85,094-86.7% | $76,327-85.2% | $145,877-92.3% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.2%-12.6pp | 80.3%-13.6pp |
| Annual return | 17.53% | 13.13%+4.4pp | 13.79%+3.7pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,711 | $5,261-48.5% | $4,584-40.9% | $4,663-41.9% |
| Participant deferral / active EE | $1,204 | $6,390-81.2% | $5,478-78.0% | $6,691-82.0% |
| Admin fee / account holder | $187 | $5,773-96.8% | $5,139-96.4% | $13,402-98.6% |