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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 | $22,535 | $98,982-77.2% | $162,177-86.1% | $65,185-65.4% |
| Participation rate | 54.5% | 85.8%-31.3pp | 87.6%-33.1pp | 70.2%-15.7pp |
| Annual return | 40.25% | 24.84%+15.4pp | 115.60%-75.4pp | 29.38%+10.9pp |
| Employer contribution / active EE | $1,794 | $3,467-48.3% | $5,613-68.0% | $2,177-17.6% |
| Participant deferral / active EE | $2,966 | $5,384-44.9% | $7,297-59.3% | $3,514-15.6% |
| Admin fee / account holder | $278 | $596-53.5% | $10,843-97.4% | $847-67.2% |