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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 | $4,985 | $75,720-93.4% | $90,312-94.5% | $86,983-94.3% |
| Participation rate | 56.3% | 66.3%-10.0pp | 72.9%-16.6pp | 69.5%-13.3pp |
| Annual return | 25.04% | 18.55%+6.5pp | 18.90%+6.1pp | 25.83%-0.8pp |
| Employer contribution / active EE | $344 | $1,945-82.3% | $2,243-84.6% | $2,584-86.7% |
| Participant deferral / active EE | $976 | $3,001-67.5% | $3,749-74.0% | $4,194-76.7% |
| Admin fee / account holder | $17 | $6,201-99.7% | $8,248-99.8% | $7,856-99.8% |