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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 | $11,650 | $65,395-82.2% | $182,531-93.6% | $72,983-84.0% |
| Participation rate | 45.6% | 65.4%-19.8pp | 78.0%-32.4pp | 69.5%-23.9pp |
| Annual return | 20.76% | 27.68%-6.9pp | 148.57%-127.8pp | 81.01%-60.2pp |
| Employer contribution / active EE | $550 | $1,911-71.2% | $4,075-86.5% | $2,440-77.5% |
| Participant deferral / active EE | $651 | $3,563-81.7% | $5,525-88.2% | $3,608-81.9% |
| Admin fee / account holder | $178 | $4,245-95.8% | $8,593-97.9% | $5,124-96.5% |