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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 | $21,329 | $78,707-72.9% | $117,861-81.9% | $70,126-69.6% |
| Participation rate | 47.1% | 73.2%-26.1pp | 79.7%-32.5pp | 69.5%-22.4pp |
| Annual return | 16.75% | 23.30%-6.6pp | 335.11%-318.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $992 | $2,223-55.4% | $3,786-73.8% | $2,343-57.7% |
| Participant deferral / active EE | $1,334 | $3,297-59.5% | $4,482-70.2% | $3,332-60.0% |
| Admin fee / account holder | $226 | $5,066-95.5% | $8,021-97.2% | $4,645-95.1% |