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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 | $19,307 | $104,251-81.5% | $91,004-78.8% | $147,586-86.9% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 12.62% | 27.06%-14.4pp | 4.60%+8.0pp | 578.59%-566.0pp |
| Employer contribution / active EE | $509 | $3,116-83.7% | $2,456-79.3% | $4,876-89.6% |
| Participant deferral / active EE | $524 | $4,195-87.5% | $3,548-85.2% | $5,439-90.4% |
| Admin fee / account holder | $148 | $8,948-98.3% | $5,417-97.3% | $10,886-98.6% |