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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 | $7,873 | $72,272-89.1% | $101,264-92.2% | $79,858-90.1% |
| Participation rate | 31.0% | 68.5%-37.5pp | 75.8%-44.9pp | 69.6%-38.7pp |
| Annual return | 109.40% | 22.30%+87.1pp | 46.48%+62.9pp | 31.72%+77.7pp |
| Employer contribution / active EE | $722 | $2,692-73.2% | $3,660-80.3% | $2,471-70.8% |
| Participant deferral / active EE | $1,296 | $3,282-60.5% | $4,370-70.3% | $3,740-65.3% |
| Admin fee / account holder | $284 | $4,401-93.5% | $5,947-95.2% | $5,306-94.6% |