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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 | $17,665 | $89,370-80.2% | $141,197-87.5% | $72,976-75.8% |
| Participation rate | 58.1% | 75.1%-17.1pp | 82.5%-24.4pp | 69.5%-11.4pp |
| Annual return | 43.87% | 111.88%-68.0pp | 71.41%-27.5pp | 81.02%-37.1pp |
| Employer contribution / active EE | $1,019 | $3,115-67.3% | $4,736-78.5% | $2,440-58.2% |
| Participant deferral / active EE | $1,305 | $5,419-75.9% | $6,710-80.6% | $3,608-63.8% |
| Admin fee / account holder | $181 | $5,957-97.0% | $10,265-98.2% | $5,124-96.5% |