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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 | $21,574 | $89,370-75.9% | $141,197-84.7% | $72,976-70.4% |
| Participation rate | 52.0% | 75.1%-23.1pp | 82.5%-30.5pp | 69.5%-17.5pp |
| Annual return | 24.79% | 111.88%-87.1pp | 71.41%-46.6pp | 81.02%-56.2pp |
| Employer contribution / active EE | $933 | $3,115-70.1% | $4,736-80.3% | $2,440-61.8% |
| Participant deferral / active EE | $2,225 | $5,419-58.9% | $6,710-66.8% | $3,608-38.3% |
| Admin fee / account holder | $72 | $5,957-98.8% | $10,265-99.3% | $5,124-98.6% |