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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 | $12,032 | $78,705-84.7% | $117,860-89.8% | $70,124-82.8% |
| Participation rate | 55.6% | 73.2%-17.6pp | 79.7%-24.1pp | 69.5%-14.0pp |
| Annual return | 17.65% | 23.30%-5.7pp | 335.10%-317.5pp | 73.14%-55.5pp |
| Employer contribution / active EE | $703 | $2,223-68.4% | $3,786-81.4% | $2,342-70.0% |
| Participant deferral / active EE | $1,383 | $3,297-58.1% | $4,482-69.1% | $3,332-58.5% |
| Admin fee / account holder | $94 | $5,065-98.1% | $8,021-98.8% | $4,645-98.0% |