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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 | $3,839 | $58,627-93.5% | $76,735-95.0% | $82,448-95.3% |
| Participation rate | 68.6% | 63.2%+5.4pp | 69.5%-0.9pp | 68.1%+0.5pp |
| Annual return | 21.97% | 39.10%-17.1pp | 29.77%-7.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $345 | $1,729-80.0% | $2,454-85.9% | $2,551-86.5% |
| Participant deferral / active EE | $876 | $3,134-72.1% | $4,088-78.6% | $4,139-78.8% |
| Admin fee / account holder | $122 | $5,323-97.7% | $7,189-98.3% | $7,234-98.3% |