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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 | $27,044 | $78,425-65.5% | $95,956-71.8% | $79,858-66.1% |
| Participation rate | 28.2% | 73.5%-45.3pp | 77.1%-48.9pp | 69.6%-41.4pp |
| Annual return | 101.65% | 19.37%+82.3pp | 91.63%+10.0pp | 31.72%+69.9pp |
| Employer contribution / active EE | $657 | $1,945-66.2% | $2,541-74.1% | $2,471-73.4% |
| Participant deferral / active EE | $1,505 | $3,440-56.2% | $4,167-63.9% | $3,740-59.8% |
| Admin fee / account holder | $243 | $5,622-95.7% | $6,797-96.4% | $5,306-95.4% |