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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 | $22,608 | $67,602-66.6% | $82,312-72.5% | $70,126-67.8% |
| Participation rate | 28.8% | 72.8%-43.9pp | 76.9%-48.0pp | 69.5%-40.7pp |
| Annual return | 158.03% | 21.57%+136.5pp | 25.88%+132.2pp | 73.15%+84.9pp |
| Employer contribution / active EE | $679 | $1,755-61.3% | $2,428-72.1% | $2,343-71.0% |
| Participant deferral / active EE | $983 | $2,987-67.1% | $3,706-73.5% | $3,332-70.5% |
| Admin fee / account holder | $200 | $4,512-95.6% | $5,608-96.4% | $4,645-95.7% |