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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 | $12,926 | $59,804-78.4% | $81,982-84.2% | $79,856-83.8% |
| Participation rate | 14.7% | 61.6%-46.9pp | 69.3%-54.5pp | 69.6%-54.9pp |
| Annual return | 59.02% | 17.56%+41.5pp | 41.31%+17.7pp | 31.71%+27.3pp |
| Employer contribution / active EE | $480 | $1,713-72.0% | $2,498-80.8% | $2,471-80.6% |
| Participant deferral / active EE | $918 | $2,695-65.9% | $3,722-75.3% | $3,741-75.5% |
| Admin fee / account holder | $94 | $4,288-97.8% | $5,665-98.3% | $5,306-98.2% |