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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 | $2,880 | $54,757-94.7% | $90,300-96.8% | $72,983-96.1% |
| Participation rate | 65.4% | 65.1%+0.2pp | 73.3%-7.9pp | 69.5%-4.1pp |
| Annual return | 18.37% | 30.63%-12.3pp | 78.11%-59.7pp | 81.01%-62.6pp |
| Employer contribution / active EE | $471 | $2,092-77.5% | $2,854-83.5% | $2,440-80.7% |
| Participant deferral / active EE | $305 | $2,887-89.4% | $3,884-92.1% | $3,608-91.5% |
| Admin fee / account holder | $240 | $3,972-94.0% | $5,353-95.5% | $5,124-95.3% |