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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 | $22,676 | $69,977-67.6% | $108,582-79.1% | $62,881-63.9% |
| Participation rate | 29.0% | 72.9%-43.9pp | 79.6%-50.5pp | 69.3%-40.3pp |
| Annual return | 6.79% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $508 | $2,135-76.2% | $3,758-86.5% | $2,281-77.7% |
| Participant deferral / active EE | $454 | $3,165-85.6% | $4,311-89.5% | $3,203-85.8% |
| Admin fee / account holder | $89 | $5,076-98.3% | $7,645-98.8% | $4,296-97.9% |