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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 | $6,757 | $67,606-90.0% | $82,313-91.8% | $70,124-90.4% |
| Participation rate | 15.4% | 72.8%-57.4pp | 76.9%-61.5pp | 69.5%-54.2pp |
| Annual return | 20.94% | 21.57%-0.6pp | 25.88%-4.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $468 | $1,755-73.3% | $2,428-80.7% | $2,342-80.0% |
| Participant deferral / active EE | $117 | $2,987-96.1% | $3,706-96.8% | $3,332-96.5% |
| Admin fee / account holder | $261 | $4,512-94.2% | $5,608-95.4% | $4,645-94.4% |