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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 | $13,481 | $65,361-79.4% | $92,903-85.5% | $72,983-81.5% |
| Participation rate | 23.9% | 68.3%-44.4pp | 76.0%-52.1pp | 69.5%-45.5pp |
| Annual return | 37.00% | 42.11%-5.1pp | 109.43%-72.4pp | 81.01%-44.0pp |
| Employer contribution / active EE | $734 | $2,594-71.7% | $3,653-79.9% | $2,440-69.9% |
| Participant deferral / active EE | $1,248 | $3,128-60.1% | $4,238-70.5% | $3,608-65.4% |
| Admin fee / account holder | $65 | $4,251-98.5% | $5,795-98.9% | $5,124-98.7% |