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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 | $14,020 | $81,476-82.8% | $102,383-86.3% | $80,925-82.7% |
| Participation rate | 17.6% | 66.8%-49.2pp | 74.5%-56.9pp | 67.7%-50.0pp |
| Annual return | 47.77% | 25.59%+22.2pp | 24.94%+22.8pp | 35.65%+12.1pp |
| Employer contribution / active EE | $973 | $3,105-68.7% | $3,870-74.9% | $2,756-64.7% |
| Participant deferral / active EE | $1,339 | $3,871-65.4% | $5,060-73.5% | $4,299-68.9% |
| Admin fee / account holder | $51 | $6,717-99.2% | $8,391-99.4% | $6,940-99.3% |