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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 | $91,086-88.7% | $203,872-95.0% | $86,983-88.2% |
| Participation rate | 25.9% | 65.8%-39.9pp | 77.8%-51.9pp | 69.5%-43.6pp |
| Annual return | 50.68% | 22.30%+28.4pp | 85.11%-34.4pp | 25.83%+24.9pp |
| Employer contribution / active EE | $637 | $2,063-69.1% | $3,757-83.0% | $2,584-75.3% |
| Participant deferral / active EE | $1,229 | $4,019-69.4% | $6,388-80.8% | $4,194-70.7% |
| Admin fee / account holder | $105 | $8,987-98.8% | $11,730-99.1% | $7,856-98.7% |