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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 | $17,620 | $78,682-77.6% | $109,188-83.9% | $85,851-79.5% |
| Participation rate | 51.7% | 68.3%-16.6pp | 75.9%-24.2pp | 69.3%-17.6pp |
| Annual return | 35.72% | 25.09%+10.6pp | 25.76%+10.0pp | 318.63%-282.9pp |
| Employer contribution / active EE | $913 | $2,734-66.6% | $3,723-75.5% | $2,565-64.4% |
| Participant deferral / active EE | $1,365 | $3,468-60.6% | $4,654-70.7% | $3,952-65.5% |
| Admin fee / account holder | $195 | $5,470-96.4% | $6,755-97.1% | $6,261-96.9% |