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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 | $2,482 | $52,353-95.3% | $120,225-97.9% | $82,448-97.0% |
| Participation rate | 58.6% | 58.3%+0.3pp | 69.6%-11.0pp | 68.1%-9.4pp |
| Annual return | 19.31% | 61.85%-42.5pp | 439.23%-419.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $320 | $1,510-78.8% | $3,475-90.8% | $2,551-87.4% |
| Participant deferral / active EE | $322 | $2,627-87.7% | $3,999-92.0% | $4,139-92.2% |
| Admin fee / account holder | $293 | $4,363-93.3% | $5,696-94.9% | $7,234-96.0% |