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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 | $2,465 | $60,349-95.9% | $74,184-96.7% | $62,881-96.1% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 24.39% | 21.38%+3.0pp | 17.74%+6.7pp | 20.14%+4.2pp |
| Employer contribution / active EE | $551 | $1,680-67.2% | $2,370-76.7% | $2,281-75.8% |
| Participant deferral / active EE | $698 | $2,856-75.6% | $3,550-80.4% | $3,203-78.2% |
| Admin fee / account holder | $15 | $4,261-99.7% | $5,586-99.7% | $4,296-99.7% |