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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 | $17,549 | $76,551-77.1% | $123,894-85.8% | $62,881-72.1% |
| Participation rate | 30.3% | 73.0%-42.7pp | 81.4%-51.1pp | 69.3%-39.0pp |
| Annual return | 48.18% | 18.68%+29.5pp | 47.52%+0.7pp | 20.14%+28.0pp |
| Employer contribution / active EE | $791 | $2,882-72.6% | $4,617-82.9% | $2,281-65.3% |
| Participant deferral / active EE | $819 | $4,840-83.1% | $5,984-86.3% | $3,203-74.4% |
| Admin fee / account holder | $241 | $4,826-95.0% | $8,357-97.1% | $4,296-94.4% |