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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 | $10,508 | $68,398-84.6% | $94,664-88.9% | $75,173-86.0% |
| Participation rate | 54.8% | 76.1%-21.3pp | 80.8%-26.0pp | 67.2%-12.4pp |
| Annual return | 17.76% | 616.72%-599.0pp | 156.84%-139.1pp | 160.72%-143.0pp |
| Employer contribution / active EE | $604 | $2,701-77.6% | $3,673-83.6% | $2,671-77.4% |
| Participant deferral / active EE | $1,194 | $6,537-81.7% | $7,417-83.9% | $4,126-71.1% |
| Admin fee / account holder | $47 | $5,324-99.1% | $7,222-99.4% | $5,651-99.2% |