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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 | $2,908 | $35,183-91.7% | $73,545-96.0% | $70,124-95.9% |
| Participation rate | 19.5% | 42.9%-23.4pp | 54.9%-35.4pp | 69.5%-50.0pp |
| Annual return | 24.97% | 26.90%-1.9pp | -15.16%+40.1pp | 73.14%-48.2pp |
| Employer contribution / active EE | $181 | $709-74.4% | $1,219-85.1% | $2,342-92.3% |
| Participant deferral / active EE | $263 | $1,220-78.5% | $1,806-85.4% | $3,332-92.1% |
| Admin fee / account holder | $69 | $2,302-97.0% | $2,320-97.0% | $4,645-98.5% |