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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 | $10,016 | $78,707-87.3% | $117,861-91.5% | $70,126-85.7% |
| Participation rate | 53.7% | 73.2%-19.5pp | 79.7%-26.0pp | 69.5%-15.9pp |
| Annual return | 21.94% | 23.30%-1.4pp | 335.11%-313.2pp | 73.15%-51.2pp |
| Employer contribution / active EE | $726 | $2,223-67.3% | $3,786-80.8% | $2,343-69.0% |
| Participant deferral / active EE | $1,231 | $3,297-62.7% | $4,482-72.5% | $3,332-63.0% |
| Admin fee / account holder | $20 | $5,066-99.6% | $8,021-99.7% | $4,645-99.6% |