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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 | $23,105 | $86,298-73.2% | $111,308-79.2% | $85,847-73.1% |
| Participation rate | 48.9% | 73.3%-24.4pp | 77.3%-28.4pp | 69.3%-20.4pp |
| Annual return | 11.50% | 19.99%-8.5pp | 54.67%-43.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $720 | $2,044-64.8% | $2,732-73.7% | $2,565-71.9% |
| Participant deferral / active EE | $1,517 | $3,641-58.3% | $4,487-66.2% | $3,952-61.6% |
| Admin fee / account holder | $48 | $8,189-99.4% | $7,965-99.4% | $6,261-99.2% |