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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 | $19,945 | $89,367-77.7% | $141,191-85.9% | $72,975-72.7% |
| Participation rate | 52.2% | 75.1%-23.0pp | 82.5%-30.3pp | 69.5%-17.3pp |
| Annual return | 42.09% | 111.87%-69.8pp | 71.41%-29.3pp | 81.01%-38.9pp |
| Employer contribution / active EE | $842 | $3,115-73.0% | $4,736-82.2% | $2,440-65.5% |
| Participant deferral / active EE | $1,537 | $5,419-71.6% | $6,710-77.1% | $3,608-57.4% |
| Admin fee / account holder | $213 | $5,957-96.4% | $10,264-97.9% | $5,124-95.8% |