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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 | $11,822 | $65,364-81.9% | $92,909-87.3% | $72,975-83.8% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 21.50% | 42.11%-20.6pp | 109.44%-87.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $769 | $2,594-70.4% | $3,653-79.0% | $2,440-68.5% |
| Participant deferral / active EE | $919 | $3,128-70.6% | $4,238-78.3% | $3,608-74.5% |
| Admin fee / account holder | $289 | $4,251-93.2% | $5,795-95.0% | $5,124-94.4% |