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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 | $24,159 | $76,371-68.4% | $93,621-74.2% | $72,975-66.9% |
| Participation rate | 50.0% | 71.8%-21.8pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 51.92% | 25.82%+26.1pp | 32.76%+19.2pp | 81.01%-29.1pp |
| Employer contribution / active EE | $679 | $2,276-70.2% | $2,719-75.0% | $2,440-72.2% |
| Participant deferral / active EE | $762 | $3,538-78.5% | $4,070-81.3% | $3,608-78.9% |
| Admin fee / account holder | $239 | $6,839-96.5% | $7,890-97.0% | $5,124-95.3% |