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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 | $11,026 | $63,861-82.7% | $104,614-89.5% | $79,858-86.2% |
| Participation rate | 44.0% | 64.9%-20.9pp | 74.1%-30.1pp | 69.6%-25.6pp |
| Annual return | 18.92% | 21.30%-2.4pp | 340.56%-321.6pp | 31.72%-12.8pp |
| Employer contribution / active EE | $460 | $1,588-71.1% | $2,681-82.9% | $2,471-81.4% |
| Participant deferral / active EE | $711 | $2,693-73.6% | $3,739-81.0% | $3,740-81.0% |
| Admin fee / account holder | $71 | $4,185-98.3% | $6,464-98.9% | $5,306-98.7% |