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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 | $21,164 | $107,421-80.3% | $182,262-88.4% | $94,015-77.5% |
| Participation rate | 61.1% | 77.8%-16.7pp | 84.2%-23.1pp | 70.8%-9.7pp |
| Annual return | 18.26% | 21.32%-3.1pp | 140.60%-122.3pp | 17.84%+0.4pp |
| Employer contribution / active EE | $1,299 | $3,448-62.3% | $5,046-74.2% | $2,790-53.4% |
| Participant deferral / active EE | $2,342 | $6,558-64.3% | $8,276-71.7% | $4,249-44.9% |
| Admin fee / account holder | $212 | $8,692-97.6% | $16,712-98.7% | $8,951-97.6% |