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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 | $2,766 | $77,814-96.4% | $158,223-98.3% | $86,983-96.8% |
| Participation rate | 68.6% | 68.4%+0.2pp | 79.2%-10.6pp | 69.5%-1.0pp |
| Annual return | 18.08% | 30.54%-12.5pp | 52.09%-34.0pp | 25.83%-7.8pp |
| Employer contribution / active EE | $408 | $2,592-84.3% | $4,109-90.1% | $2,584-84.2% |
| Participant deferral / active EE | $512 | $3,270-84.3% | $5,467-90.6% | $4,194-87.8% |
| Admin fee / account holder | $224 | $5,879-96.2% | $16,047-98.6% | $7,856-97.2% |