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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 | $21,921 | $98,766-77.8% | $149,730-85.4% | $79,852-72.5% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 25.15% | 27.43%-2.3pp | 276.70%-251.5pp | 31.72%-6.6pp |
| Employer contribution / active EE | $832 | $3,217-74.1% | $4,645-82.1% | $2,471-66.3% |
| Participant deferral / active EE | $1,216 | $5,681-78.6% | $6,843-82.2% | $3,740-67.5% |
| Admin fee / account holder | $205 | $6,052-96.6% | $9,310-97.8% | $5,306-96.1% |