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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 | $13,663 | $157,829-91.3% | $136,867-90.0% | $198,609-93.1% |
| Participation rate | 68.8% | 77.2%-8.4pp | 74.5%-5.8pp | 82.4%-13.6pp |
| Annual return | 27.19% | 51.25%-24.1pp | 42.97%-15.8pp | 202.70%-175.5pp |
| Employer contribution / active EE | $1,415 | $3,923-63.9% | $3,547-60.1% | $5,055-72.0% |
| Participant deferral / active EE | $1,535 | $5,463-71.9% | $4,924-68.8% | $6,977-78.0% |
| Admin fee / account holder | $129 | $11,107-98.8% | $10,340-98.8% | $19,030-99.3% |