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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 | $13,345 | $54,541-75.5% | $78,778-83.1% | $70,124-81.0% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 15.88% | 21.07%-5.2pp | 35.62%-19.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $537 | $1,089-50.7% | $1,986-73.0% | $2,342-77.1% |
| Participant deferral / active EE | $808 | $2,210-63.4% | $2,958-72.7% | $3,332-75.7% |
| Admin fee / account holder | $188 | $3,709-94.9% | $5,134-96.3% | $4,645-96.0% |