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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 | $24,966 | $91,559-72.7% | $133,971-81.4% | $79,852-68.7% |
| Participation rate | 16.7% | 73.3%-56.7pp | 79.8%-63.2pp | 69.6%-53.0pp |
| Annual return | 37.44% | 61.85%-24.4pp | 45.09%-7.7pp | 31.72%+5.7pp |
| Employer contribution / active EE | $771 | $2,384-67.6% | $3,919-80.3% | $2,471-68.8% |
| Participant deferral / active EE | $1,469 | $3,734-60.7% | $5,047-70.9% | $3,740-60.7% |
| Admin fee / account holder | $148 | $6,321-97.7% | $8,929-98.3% | $5,306-97.2% |