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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 | $15,607 | $48,364-67.7% | $71,796-78.3% | $62,881-75.2% |
| Participation rate | 20.0% | 60.6%-40.6pp | 69.1%-49.1pp | 69.3%-49.3pp |
| Annual return | 6.88% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $292 | $1,042-72.0% | $1,924-84.8% | $2,281-87.2% |
| Participant deferral / active EE | $422 | $2,091-79.8% | $2,794-84.9% | $3,203-86.8% |
| Admin fee / account holder | $54 | $3,771-98.6% | $4,815-98.9% | $4,296-98.7% |