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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 | $13,253 | $52,884-74.9% | $84,753-84.4% | $55,167-76.0% |
| Participation rate | 20.0% | 67.5%-47.5pp | 76.6%-56.6pp | 69.0%-49.0pp |
| Annual return | 15.79% | 18.03%-2.2pp | 22.78%-7.0pp | 169.23%-153.4pp |
| Employer contribution / active EE | $453 | $2,233-79.7% | $3,574-87.3% | $1,963-76.9% |
| Participant deferral / active EE | $857 | $2,644-67.6% | $3,712-76.9% | $3,054-71.9% |
| Admin fee / account holder | $300 | $581-48.4% | $5,333-94.4% | $504-40.5% |