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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 | $12,123 | $54,717-77.8% | $86,216-85.9% | $71,511-83.0% |
| Participation rate | 22.2% | 60.1%-37.9pp | 69.0%-46.7pp | 67.9%-45.7pp |
| Annual return | 27.21% | 20.07%+7.1pp | 1169.42%-1142.2pp | 28.86%-1.6pp |
| Employer contribution / active EE | $487 | $1,267-61.6% | $2,382-79.6% | $2,589-81.2% |
| Participant deferral / active EE | $834 | $3,110-73.2% | $3,986-79.1% | $4,291-80.6% |
| Admin fee / account holder | $219 | $1,922-88.6% | $6,853-96.8% | $1,588-86.2% |