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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 | $8,748 | $98,766-91.1% | $149,730-94.2% | $79,852-89.0% |
| Participation rate | 53.6% | 75.8%-22.2pp | 82.5%-28.9pp | 69.6%-16.1pp |
| Annual return | 12.59% | 27.43%-14.8pp | 276.70%-264.1pp | 31.72%-19.1pp |
| Employer contribution / active EE | $857 | $3,217-73.4% | $4,645-81.5% | $2,471-65.3% |
| Participant deferral / active EE | $1,711 | $5,681-69.9% | $6,843-75.0% | $3,740-54.3% |
| Admin fee / account holder | $233 | $6,052-96.1% | $9,310-97.5% | $5,306-95.6% |