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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 | $30,476 | $100,060-69.5% | $149,721-79.6% | $70,126-56.5% |
| Participation rate | 51.8% | 83.6%-31.8pp | 87.1%-35.3pp | 69.5%-17.8pp |
| Annual return | 23.22% | 27.46%-4.2pp | 1501.67%-1478.4pp | 73.15%-49.9pp |
| Employer contribution / active EE | $1,205 | $3,661-67.1% | $5,444-77.9% | $2,343-48.6% |
| Participant deferral / active EE | $2,023 | $4,982-59.4% | $6,568-69.2% | $3,332-39.3% |
| Admin fee / account holder | $271 | $8,285-96.7% | $11,282-97.6% | $4,645-94.2% |