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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 | $14,316 | $52,580-72.8% | $71,671-80.0% | $70,126-79.6% |
| Participation rate | 18.4% | 60.9%-42.5pp | 68.7%-50.3pp | 69.5%-51.1pp |
| Annual return | 19.82% | 20.25%-0.4pp | 20.65%-0.8pp | 73.15%-53.3pp |
| Employer contribution / active EE | $396 | $1,616-75.5% | $2,460-83.9% | $2,343-83.1% |
| Participant deferral / active EE | $779 | $2,386-67.4% | $3,438-77.3% | $3,332-76.6% |
| Admin fee / account holder | $46 | $3,653-98.8% | $5,558-99.2% | $4,645-99.0% |