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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 | $22,180 | $104,251-78.7% | $91,004-75.6% | $147,585-85.0% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 16.79% | 27.06%-10.3pp | 4.60%+12.2pp | 578.58%-561.8pp |
| Employer contribution / active EE | $752 | $3,116-75.8% | $2,456-69.4% | $4,876-84.6% |
| Participant deferral / active EE | $1,066 | $4,195-74.6% | $3,548-70.0% | $5,439-80.4% |
| Admin fee / account holder | $81 | $8,948-99.1% | $5,417-98.5% | $10,886-99.3% |