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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 | $5,744 | $69,977-91.8% | $108,582-94.7% | $62,881-90.9% |
| Participation rate | 55.6% | 72.9%-17.3pp | 79.6%-24.0pp | 69.3%-13.7pp |
| Annual return | 20.93% | 10.73%+10.2pp | -51.70%+72.6pp | 20.14%+0.8pp |
| Employer contribution / active EE | $895 | $2,135-58.1% | $3,758-76.2% | $2,281-60.7% |
| Participant deferral / active EE | $1,358 | $3,165-57.1% | $4,311-68.5% | $3,203-57.6% |
| Admin fee / account holder | $194 | $5,076-96.2% | $7,645-97.5% | $4,296-95.5% |