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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 | $11,839 | $88,672-86.6% | $105,223-88.7% | $82,448-85.6% |
| Participation rate | 25.7% | 67.9%-42.2pp | 75.0%-49.3pp | 68.1%-42.4pp |
| Annual return | 50.18% | 30.86%+19.3pp | 180.65%-130.5pp | 41.64%+8.5pp |
| Employer contribution / active EE | $1,164 | $3,048-61.8% | $3,689-68.4% | $2,551-54.4% |
| Participant deferral / active EE | $1,221 | $4,036-69.7% | $5,072-75.9% | $4,139-70.5% |
| Admin fee / account holder | $141 | $7,146-98.0% | $8,859-98.4% | $7,234-98.1% |