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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 | $5,737 | $62,672-90.8% | $185,117-96.9% | $70,126-91.8% |
| Participation rate | 22.4% | 63.8%-41.3pp | 77.3%-54.8pp | 69.5%-47.1pp |
| Annual return | 16.12% | 40.79%-24.7pp | 40.50%-24.4pp | 73.15%-57.0pp |
| Employer contribution / active EE | $431 | $1,753-75.4% | $4,182-89.7% | $2,343-81.6% |
| Participant deferral / active EE | $913 | $3,272-72.1% | $5,045-81.9% | $3,332-72.6% |
| Admin fee / account holder | $225 | $3,932-94.3% | $8,159-97.2% | $4,645-95.2% |