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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 | $2,923 | $69,590-95.8% | $136,867-97.9% | $94,015-96.9% |
| Participation rate | 51.1% | 66.3%-15.2pp | 74.5%-23.4pp | 70.8%-19.7pp |
| Annual return | 22.04% | 19.62%+2.4pp | 42.97%-20.9pp | 17.84%+4.2pp |
| Employer contribution / active EE | $675 | $2,396-71.8% | $3,547-81.0% | $2,790-75.8% |
| Participant deferral / active EE | $331 | $3,437-90.4% | $4,924-93.3% | $4,249-92.2% |
| Admin fee / account holder | $107 | $8,912-98.8% | $10,340-99.0% | $8,951-98.8% |