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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 | $12,047 | $89,367-86.5% | $141,191-91.5% | $72,975-83.5% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-8.0pp |
| Annual return | 29.82% | 111.87%-82.0pp | 71.41%-41.6pp | 81.01%-51.2pp |
| Employer contribution / active EE | $936 | $3,115-69.9% | $4,736-80.2% | $2,440-61.6% |
| Participant deferral / active EE | $2,054 | $5,419-62.1% | $6,710-69.4% | $3,608-43.1% |
| Admin fee / account holder | $219 | $5,957-96.3% | $10,264-97.9% | $5,124-95.7% |