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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 | $11,689 | $72,177-83.8% | $115,038-89.8% | $59,633-80.4% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 13.96% | 12.02%+1.9pp | 26.14%-12.2pp | 2041.45%-2027.5pp |
| Employer contribution / active EE | $1,021 | $2,841-64.1% | $4,608-77.8% | $2,203-53.7% |
| Participant deferral / active EE | $1,977 | $4,783-58.7% | $6,026-67.2% | $3,192-38.0% |
| Admin fee / account holder | $41 | $4,927-99.2% | $8,175-99.5% | $4,297-99.0% |