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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 | $15,132 | $65,041-76.7% | $90,965-83.4% | $79,858-81.1% |
| Participation rate | 45.9% | 61.6%-15.7pp | 69.0%-23.1pp | 69.6%-23.7pp |
| Annual return | 28.04% | 30.45%-2.4pp | 134.57%-106.5pp | 31.72%-3.7pp |
| Employer contribution / active EE | $660 | $1,247-47.1% | $2,122-68.9% | $2,471-73.3% |
| Participant deferral / active EE | $1,063 | $2,512-57.7% | $3,373-68.5% | $3,740-71.6% |
| Admin fee / account holder | $117 | $4,536-97.4% | $5,960-98.0% | $5,306-97.8% |