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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 | $12,921 | $77,358-83.3% | $102,184-87.4% | $87,485-85.2% |
| Participation rate | 53.3% | 78.7%-25.3pp | 82.6%-29.3pp | 68.9%-15.6pp |
| Annual return | 19.38% | 41.11%-21.7pp | 31.58%-12.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $466 | $2,562-81.8% | $3,594-87.0% | $2,596-82.1% |
| Participant deferral / active EE | $703 | $6,753-89.6% | $8,309-91.5% | $4,274-83.6% |
| Admin fee / account holder | $244 | $6,809-96.4% | $11,609-97.9% | $7,775-96.9% |