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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 | $21,971 | $79,181-72.3% | $102,423-78.5% | $74,429-70.5% |
| Participation rate | 44.4% | 74.8%-30.4pp | 76.5%-32.1pp | 67.2%-22.8pp |
| Annual return | 14.86% | 54.97%-40.1pp | 29.42%-14.6pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $1,266 | $2,362-46.4% | $3,023-58.1% | $2,625-51.8% |
| Participant deferral / active EE | $2,032 | $4,416-54.0% | $5,054-59.8% | $4,348-53.3% |
| Admin fee / account holder | $275 | $2,002-86.2% | $9,455-97.1% | $1,944-85.8% |