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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 | $9,274 | $89,364-89.6% | $141,177-93.4% | $72,983-87.3% |
| Participation rate | 58.3% | 75.1%-16.8pp | 82.5%-24.1pp | 69.5%-11.2pp |
| Annual return | 31.72% | 111.86%-80.1pp | 71.40%-39.7pp | 81.01%-49.3pp |
| Employer contribution / active EE | $888 | $3,115-71.5% | $4,736-81.2% | $2,440-63.6% |
| Participant deferral / active EE | $1,652 | $5,419-69.5% | $6,710-75.4% | $3,608-54.2% |
| Admin fee / account holder | $291 | $5,959-95.1% | $10,263-97.2% | $5,124-94.3% |