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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 | $5,132 | $48,327-89.4% | $67,575-92.4% | $80,935-93.7% |
| Participation rate | 34.1% | 66.4%-32.3pp | 72.9%-38.8pp | 67.7%-33.6pp |
| Annual return | 15.51% | 18.31%-2.8pp | 3528.98%-3513.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $555 | $2,022-72.6% | $2,736-79.7% | $2,757-79.9% |
| Participant deferral / active EE | $614 | $2,927-79.0% | $4,003-84.7% | $4,299-85.7% |
| Admin fee / account holder | $284 | $3,692-92.3% | $3,993-92.9% | $6,924-95.9% |