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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 | $4,645 | $51,466-91.0% | $78,778-94.1% | $62,293-92.5% |
| Participation rate | 62.4% | 59.8%+2.6pp | 69.2%-6.8pp | 69.5%-7.1pp |
| Annual return | 21.47% | 19.96%+1.5pp | 35.62%-14.1pp | 28.90%-7.4pp |
| Employer contribution / active EE | $225 | $827-72.7% | $1,986-88.6% | $2,042-89.0% |
| Participant deferral / active EE | $645 | $2,147-70.0% | $2,958-78.2% | $3,169-79.6% |
| Admin fee / account holder | $279 | $489-43.1% | $5,134-94.6% | $479-41.9% |