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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 | $17,695 | $89,364-80.2% | $141,177-87.5% | $72,983-75.8% |
| Participation rate | 38.5% | 75.1%-36.7pp | 82.5%-44.0pp | 69.5%-31.0pp |
| Annual return | 59.88% | 111.86%-52.0pp | 71.40%-11.5pp | 81.01%-21.1pp |
| Employer contribution / active EE | $957 | $3,115-69.3% | $4,736-79.8% | $2,440-60.8% |
| Participant deferral / active EE | $1,759 | $5,419-67.5% | $6,710-73.8% | $3,608-51.3% |
| Admin fee / account holder | $139 | $5,959-97.7% | $10,263-98.6% | $5,124-97.3% |