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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 | $11,203 | $67,411-83.4% | $91,004-87.7% | $70,126-84.0% |
| Participation rate | 36.5% | 71.4%-34.9pp | 75.6%-39.1pp | 69.5%-33.0pp |
| Annual return | 22.59% | -40.16%+62.8pp | 4.60%+18.0pp | 73.15%-50.6pp |
| Employer contribution / active EE | $618 | $1,786-65.4% | $2,456-74.8% | $2,343-73.6% |
| Participant deferral / active EE | $916 | $2,823-67.6% | $3,548-74.2% | $3,332-72.5% |
| Admin fee / account holder | $253 | $4,236-94.0% | $5,417-95.3% | $4,645-94.6% |