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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 | $26,522 | $86,298-69.3% | $111,308-76.2% | $85,847-69.1% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 11.52% | 19.99%-8.5pp | 54.67%-43.1pp | 318.61%-307.1pp |
| Employer contribution / active EE | $761 | $2,044-62.8% | $2,732-72.2% | $2,565-70.4% |
| Participant deferral / active EE | $869 | $3,641-76.1% | $4,487-80.6% | $3,952-78.0% |
| Admin fee / account holder | $165 | $8,189-98.0% | $7,965-97.9% | $6,261-97.4% |