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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 | $16,662 | $62,177-73.2% | $81,370-79.5% | $74,478-77.6% |
| Participation rate | 23.3% | 64.1%-40.8pp | 69.5%-46.3pp | 67.2%-44.0pp |
| Annual return | 19.15% | 16.62%+2.5pp | 24.85%-5.7pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $563 | $1,881-70.1% | $2,464-77.1% | $2,626-78.5% |
| Participant deferral / active EE | $992 | $3,219-69.2% | $3,885-74.5% | $4,350-77.2% |
| Admin fee / account holder | $283 | $1,927-85.3% | $5,749-95.1% | $1,946-85.5% |