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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 | $15,384 | $99,994-84.6% | $146,643-89.5% | $85,847-82.1% |
| Participation rate | 50.9% | 73.1%-22.1pp | 80.1%-29.2pp | 69.3%-18.4pp |
| Annual return | 16.67% | 18.93%-2.3pp | 22.75%-6.1pp | 318.61%-301.9pp |
| Employer contribution / active EE | $759 | $2,559-70.3% | $4,137-81.6% | $2,565-70.4% |
| Participant deferral / active EE | $1,243 | $4,006-69.0% | $5,506-77.4% | $3,952-68.5% |
| Admin fee / account holder | $196 | $7,703-97.5% | $10,280-98.1% | $6,261-96.9% |