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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 | $5,920 | $67,602-91.2% | $82,312-92.8% | $70,126-91.6% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 15.03% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $562 | $1,755-68.0% | $2,428-76.9% | $2,343-76.0% |
| Participant deferral / active EE | $917 | $2,987-69.3% | $3,706-75.3% | $3,332-72.5% |
| Admin fee / account holder | $213 | $4,512-95.3% | $5,608-96.2% | $4,645-95.4% |