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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 | $18,210 | $157,829-88.5% | $136,867-86.7% | $198,609-90.8% |
| Participation rate | 45.5% | 77.2%-31.7pp | 74.5%-29.1pp | 82.4%-36.9pp |
| Annual return | 21.89% | 51.25%-29.4pp | 42.97%-21.1pp | 202.70%-180.8pp |
| Employer contribution / active EE | $1,014 | $3,923-74.2% | $3,547-71.4% | $5,055-79.9% |
| Participant deferral / active EE | $1,567 | $5,463-71.3% | $4,924-68.2% | $6,977-77.5% |
| Admin fee / account holder | $181 | $11,107-98.4% | $10,340-98.2% | $19,030-99.0% |