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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 | $19,819 | $77,472-74.4% | $100,415-80.3% | $80,959-75.5% |
| Participation rate | 19.4% | 76.9%-57.6pp | 81.5%-62.2pp | 67.7%-48.3pp |
| Annual return | 13.80% | 37.26%-23.5pp | 49.47%-35.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $306 | $2,800-89.1% | $3,943-92.2% | $2,757-88.9% |
| Participant deferral / active EE | $736 | $6,818-89.2% | $8,091-90.9% | $4,300-82.9% |
| Admin fee / account holder | $19 | $5,885-99.7% | $7,906-99.8% | $6,925-99.7% |