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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 | $22,170 | $124,336-82.2% | $111,303-80.1% | $167,518-86.8% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 17.64% | 37.45%-19.8pp | 54.66%-37.0pp | 478.71%-461.1pp |
| Employer contribution / active EE | $859 | $3,436-75.0% | $2,731-68.6% | $4,838-82.2% |
| Participant deferral / active EE | $1,263 | $5,181-75.6% | $4,487-71.9% | $6,342-80.1% |
| Admin fee / account holder | $270 | $10,623-97.5% | $7,966-96.6% | $12,312-97.8% |