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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 | $2,981 | $57,119-94.8% | $85,187-96.5% | $80,935-96.3% |
| Participation rate | 58.1% | 56.4%+1.7pp | 67.5%-9.4pp | 67.7%-9.5pp |
| Annual return | 35.42% | 21.70%+13.7pp | 66.67%-31.2pp | 35.66%-0.2pp |
| Employer contribution / active EE | $488 | $1,802-72.9% | $2,732-82.1% | $2,757-82.3% |
| Participant deferral / active EE | $791 | $3,115-74.6% | $4,525-82.5% | $4,299-81.6% |
| Admin fee / account holder | $265 | $4,990-94.7% | $6,162-95.7% | $6,924-96.2% |