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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 | $23,663 | $69,977-66.2% | $108,582-78.2% | $62,881-62.4% |
| Participation rate | 41.4% | 72.9%-31.5pp | 79.6%-38.2pp | 69.3%-27.9pp |
| Annual return | 9.21% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $749 | $2,135-64.9% | $3,758-80.1% | $2,281-67.2% |
| Participant deferral / active EE | $1,383 | $3,165-56.3% | $4,311-67.9% | $3,203-56.8% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |