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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 | $17,632 | $109,359-83.9% | $162,177-89.1% | $72,975-75.8% |
| Participation rate | 57.7% | 84.3%-26.6pp | 87.6%-29.9pp | 69.5%-11.8pp |
| Annual return | 25.26% | 25.46%-0.2pp | 115.60%-90.3pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,247 | $3,907-68.1% | $5,613-77.8% | $2,440-48.9% |
| Participant deferral / active EE | $1,438 | $5,481-73.8% | $7,297-80.3% | $3,608-60.1% |
| Admin fee / account holder | $25 | $7,972-99.7% | $10,843-99.8% | $5,124-99.5% |