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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 | $14,660 | $75,183-80.5% | $123,894-88.2% | $55,167-73.4% |
| Participation rate | 33.7% | 72.8%-39.1pp | 81.4%-47.7pp | 69.0%-35.3pp |
| Annual return | 8.82% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $954 | $2,823-66.2% | $4,617-79.3% | $1,963-51.4% |
| Participant deferral / active EE | $1,670 | $5,084-67.2% | $5,984-72.1% | $3,054-45.3% |
| Admin fee / account holder | $106 | $663-84.0% | $8,357-98.7% | $504-78.9% |