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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 | $16,343 | $58,493-72.1% | $84,021-80.5% | $72,975-77.6% |
| Participation rate | 26.5% | 61.2%-34.8pp | 69.0%-42.5pp | 69.5%-43.0pp |
| Annual return | 25.50% | 28.93%-3.4pp | 71.32%-45.8pp | 81.01%-55.5pp |
| Employer contribution / active EE | $340 | $1,163-70.8% | $1,984-82.9% | $2,440-86.1% |
| Participant deferral / active EE | $887 | $2,394-62.9% | $3,239-72.6% | $3,608-75.4% |
| Admin fee / account holder | $21 | $4,569-99.5% | $6,102-99.7% | $5,124-99.6% |