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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 | $23,221 | $100,003-76.8% | $146,685-84.2% | $85,856-73.0% |
| Participation rate | 42.9% | 73.1%-30.2pp | 80.1%-37.2pp | 69.3%-26.5pp |
| Annual return | 16.57% | 18.93%-2.4pp | 22.75%-6.2pp | 318.58%-302.0pp |
| Employer contribution / active EE | $715 | $2,559-72.0% | $4,137-82.7% | $2,565-72.1% |
| Participant deferral / active EE | $1,535 | $4,006-61.7% | $5,507-72.1% | $3,952-61.2% |
| Admin fee / account holder | $291 | $7,704-96.2% | $10,281-97.2% | $6,261-95.3% |