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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 | $19,018 | $100,060-81.0% | $149,721-87.3% | $70,126-72.9% |
| Participation rate | 55.1% | 83.6%-28.5pp | 87.1%-31.9pp | 69.5%-14.4pp |
| Annual return | 13.57% | 27.46%-13.9pp | 1501.67%-1488.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,282 | $3,661-65.0% | $5,444-76.5% | $2,343-45.3% |
| Participant deferral / active EE | $2,323 | $4,982-53.4% | $6,568-64.6% | $3,332-30.3% |
| Admin fee / account holder | $242 | $8,285-97.1% | $11,282-97.9% | $4,645-94.8% |