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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 | $18,135 | $69,977-74.1% | $108,582-83.3% | $62,881-71.2% |
| Participation rate | 53.3% | 72.9%-19.6pp | 79.6%-26.2pp | 69.3%-16.0pp |
| Annual return | 7.14% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $646 | $2,135-69.7% | $3,758-82.8% | $2,281-71.7% |
| Participant deferral / active EE | $1,221 | $3,165-61.4% | $4,311-71.7% | $3,203-61.9% |
| Admin fee / account holder | $224 | $5,076-95.6% | $7,645-97.1% | $4,296-94.8% |