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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 | $2,468 | $51,202-95.2% | $70,548-96.5% | $75,181-96.7% |
| Participation rate | 62.2% | 61.0%+1.2pp | 68.3%-6.2pp | 67.2%-5.0pp |
| Annual return | 36.89% | 30.05%+6.8pp | 32.78%+4.1pp | 160.69%-123.8pp |
| Employer contribution / active EE | $514 | $1,827-71.9% | $2,975-82.7% | $2,671-80.8% |
| Participant deferral / active EE | $825 | $2,850-71.1% | $4,567-81.9% | $4,126-80.0% |
| Admin fee / account holder | $143 | $4,094-96.5% | $6,424-97.8% | $5,650-97.5% |