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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 | $10,509 | $98,776-89.4% | $149,745-93.0% | $79,856-86.8% |
| Participation rate | 50.9% | 75.8%-24.9pp | 82.5%-31.6pp | 69.6%-18.7pp |
| Annual return | 33.87% | 27.38%+6.5pp | 276.72%-242.8pp | 31.71%+2.2pp |
| Employer contribution / active EE | $942 | $3,217-70.7% | $4,646-79.7% | $2,471-61.9% |
| Participant deferral / active EE | $1,719 | $5,681-69.7% | $6,843-74.9% | $3,741-54.0% |
| Admin fee / account holder | $141 | $6,053-97.7% | $9,312-98.5% | $5,306-97.3% |