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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 | $18,248 | $106,864-82.9% | $147,318-87.6% | $82,637-77.9% |
| Participation rate | 47.1% | 75.5%-28.4pp | 82.1%-35.0pp | 68.1%-21.0pp |
| Annual return | 22.72% | 27.49%-4.8pp | 70.43%-47.7pp | 53.51%-30.8pp |
| Employer contribution / active EE | $821 | $3,417-76.0% | $4,593-82.1% | $2,552-67.8% |
| Participant deferral / active EE | $1,985 | $6,496-69.4% | $7,906-74.9% | $4,126-51.9% |
| Admin fee / account holder | $230 | $8,415-97.3% | $13,708-98.3% | $7,339-96.9% |