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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 | $15,182 | $105,856-85.7% | $90,161-83.2% | $147,586-89.7% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 17.09% | 37.63%-20.5pp | 34.89%-17.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $518 | $4,126-87.5% | $3,318-84.4% | $4,876-89.4% |
| Participant deferral / active EE | $1,035 | $5,733-81.9% | $5,287-80.4% | $5,439-81.0% |
| Admin fee / account holder | $61 | $8,046-99.2% | $5,943-99.0% | $10,886-99.4% |