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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 | $23,128 | $67,411-65.7% | $91,004-74.6% | $70,126-67.0% |
| Participation rate | 51.7% | 71.4%-19.6pp | 75.6%-23.9pp | 69.5%-17.8pp |
| Annual return | 18.07% | -40.16%+58.2pp | 4.60%+13.5pp | 73.15%-55.1pp |
| Employer contribution / active EE | $553 | $1,786-69.1% | $2,456-77.5% | $2,343-76.4% |
| Participant deferral / active EE | $976 | $2,823-65.4% | $3,548-72.5% | $3,332-70.7% |
| Admin fee / account holder | $196 | $4,236-95.4% | $5,417-96.4% | $4,645-95.8% |