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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 | $10,272 | $84,953-87.9% | $163,379-93.7% | $82,637-87.6% |
| Participation rate | 25.9% | 65.9%-40.0pp | 76.8%-50.9pp | 68.1%-42.1pp |
| Annual return | 50.68% | 23.07%+27.6pp | 63.41%-12.7pp | 53.51%-2.8pp |
| Employer contribution / active EE | $637 | $2,183-70.8% | $3,752-83.0% | $2,552-75.0% |
| Participant deferral / active EE | $1,229 | $4,326-71.6% | $6,282-80.4% | $4,126-70.2% |
| Admin fee / account holder | $105 | $7,921-98.7% | $9,818-98.9% | $7,339-98.6% |