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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 | $13,267 | $56,894-76.7% | $84,753-84.3% | $62,881-78.9% |
| Participation rate | 44.0% | 68.5%-24.5pp | 76.6%-32.6pp | 69.3%-25.3pp |
| Annual return | 160.38% | 6.30%+154.1pp | 22.78%+137.6pp | 20.14%+140.2pp |
| Employer contribution / active EE | $452 | $2,400-81.1% | $3,574-87.3% | $2,281-80.2% |
| Participant deferral / active EE | $575 | $2,709-78.8% | $3,712-84.5% | $3,203-82.1% |
| Admin fee / account holder | $230 | $3,581-93.6% | $5,333-95.7% | $4,296-94.6% |