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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 | $11,820 | $89,367-86.8% | $141,191-91.6% | $72,975-83.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 30.63% | 111.87%-81.2pp | 71.41%-40.8pp | 81.01%-50.4pp |
| Employer contribution / active EE | $1,495 | $3,115-52.0% | $4,736-68.4% | $2,440-38.7% |
| Participant deferral / active EE | $2,204 | $5,419-59.3% | $6,710-67.2% | $3,608-38.9% |
| Admin fee / account holder | $200 | $5,957-96.6% | $10,264-98.0% | $5,124-96.1% |