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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 | $11,968 | $67,594-82.3% | $77,361-84.5% | $69,733-82.8% |
| Participation rate | 38.5% | 71.7%-33.2pp | 75.0%-36.4pp | 62.5%-23.9pp |
| Annual return | 13.02% | 19.20%-6.2pp | 1011.54%-998.5pp | 15.22%-2.2pp |
| Employer contribution / active EE | $952 | $2,649-64.1% | $2,990-68.2% | $2,250-57.7% |
| Participant deferral / active EE | $1,121 | $3,401-67.1% | $3,911-71.3% | $3,054-63.3% |
| Admin fee / account holder | $27 | $1,159-97.7% | $5,894-99.5% | $3,102-99.1% |