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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 | $22,030 | $107,421-79.5% | $182,262-87.9% | $94,015-76.6% |
| Participation rate | 51.6% | 77.8%-26.2pp | 84.2%-32.6pp | 70.8%-19.2pp |
| Annual return | 21.24% | 21.32%-0.1pp | 140.60%-119.4pp | 17.84%+3.4pp |
| Employer contribution / active EE | $1,009 | $3,448-70.7% | $5,046-80.0% | $2,790-63.9% |
| Participant deferral / active EE | $1,891 | $6,558-71.2% | $8,276-77.2% | $4,249-55.5% |
| Admin fee / account holder | $36 | $8,692-99.6% | $16,712-99.8% | $8,951-99.6% |