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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 | $6,410 | $54,541-88.2% | $78,778-91.9% | $70,126-90.9% |
| Participation rate | 27.5% | 60.8%-33.3pp | 69.2%-41.7pp | 69.5%-42.0pp |
| Annual return | 20.43% | 21.07%-0.6pp | 35.62%-15.2pp | 73.15%-52.7pp |
| Employer contribution / active EE | $209 | $1,089-80.8% | $1,986-89.5% | $2,343-91.1% |
| Participant deferral / active EE | $417 | $2,210-81.1% | $2,958-85.9% | $3,332-87.5% |
| Admin fee / account holder | $42 | $3,709-98.9% | $5,134-99.2% | $4,645-99.1% |