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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 | $7,770 | $84,236-90.8% | $170,435-95.4% | $70,126-88.9% |
| Participation rate | 32.6% | 70.8%-38.2pp | 83.6%-51.0pp | 69.5%-37.0pp |
| Annual return | 20.00% | 23.06%-3.1pp | 205.94%-185.9pp | 73.15%-53.1pp |
| Employer contribution / active EE | $437 | $3,387-87.1% | $5,432-92.0% | $2,343-81.3% |
| Participant deferral / active EE | $559 | $3,086-81.9% | $4,939-88.7% | $3,332-83.2% |
| Admin fee / account holder | $56 | $5,698-99.0% | $13,881-99.6% | $4,645-98.8% |