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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 | $14,447 | $52,884-72.7% | $84,753-83.0% | $55,167-73.8% |
| Participation rate | 40.2% | 67.5%-27.3pp | 76.6%-36.4pp | 69.0%-28.8pp |
| Annual return | 8.63% | 18.03%-9.4pp | 22.78%-14.2pp | 169.23%-160.6pp |
| Employer contribution / active EE | $696 | $2,233-68.8% | $3,574-80.5% | $1,963-64.5% |
| Participant deferral / active EE | $1,030 | $2,644-61.0% | $3,712-72.3% | $3,054-66.3% |
| Admin fee / account holder | $228 | $581-60.7% | $5,333-95.7% | $504-54.8% |