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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 | $21,030 | $93,345-77.5% | $119,126-82.3% | $87,485-76.0% |
| Participation rate | 48.1% | 68.7%-20.6pp | 75.8%-27.6pp | 68.9%-20.8pp |
| Annual return | 25.17% | 19.08%+6.1pp | 282.11%-256.9pp | 26.06%-0.9pp |
| Employer contribution / active EE | $1,280 | $3,172-59.6% | $4,034-68.3% | $2,596-50.7% |
| Participant deferral / active EE | $1,776 | $4,099-56.7% | $5,318-66.6% | $4,274-58.5% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |