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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 | $11,625 | $106,749-89.1% | $145,433-92.0% | $82,448-85.9% |
| Participation rate | 56.0% | 75.6%-19.6pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 33.46% | 27.59%+5.9pp | 66.58%-33.1pp | 41.64%-8.2pp |
| Employer contribution / active EE | $810 | $3,444-76.5% | $4,554-82.2% | $2,551-68.2% |
| Participant deferral / active EE | $2,359 | $6,519-63.8% | $7,897-70.1% | $4,139-43.0% |
| Admin fee / account holder | $265 | $8,390-96.8% | $13,129-98.0% | $7,234-96.3% |