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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 | $16,650 | $89,367-81.4% | $141,191-88.2% | $72,975-77.2% |
| Participation rate | 67.7% | 75.1%-7.4pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 25.00% | 111.87%-86.9pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,019 | $3,115-67.3% | $4,736-78.5% | $2,440-58.3% |
| Participant deferral / active EE | $2,302 | $5,419-57.5% | $6,710-65.7% | $3,608-36.2% |
| Admin fee / account holder | $141 | $5,957-97.6% | $10,264-98.6% | $5,124-97.3% |