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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 | $2,374 | $56,894-95.8% | $84,753-97.2% | $62,881-96.2% |
| Participation rate | 59.4% | 68.5%-9.2pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | 13.34% | 6.30%+7.0pp | 22.78%-9.4pp | 20.14%-6.8pp |
| Employer contribution / active EE | $620 | $2,400-74.2% | $3,574-82.7% | $2,281-72.8% |
| Participant deferral / active EE | $798 | $2,709-70.6% | $3,712-78.5% | $3,203-75.1% |
| Admin fee / account holder | $22 | $3,581-99.4% | $5,333-99.6% | $4,296-99.5% |