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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 | $13,362 | $84,236-84.1% | $170,435-92.2% | $70,126-80.9% |
| Participation rate | 31.4% | 70.8%-39.5pp | 83.6%-52.2pp | 69.5%-38.2pp |
| Annual return | 20.34% | 23.06%-2.7pp | 205.94%-185.6pp | 73.15%-52.8pp |
| Employer contribution / active EE | $389 | $3,387-88.5% | $5,432-92.8% | $2,343-83.4% |
| Participant deferral / active EE | $733 | $3,086-76.2% | $4,939-85.2% | $3,332-78.0% |
| Admin fee / account holder | $49 | $5,698-99.1% | $13,881-99.6% | $4,645-98.9% |