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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 | $18,549 | $54,541-66.0% | $78,778-76.5% | $70,126-73.5% |
| Participation rate | 37.3% | 60.8%-23.5pp | 69.2%-31.9pp | 69.5%-32.3pp |
| Annual return | 13.62% | 21.07%-7.5pp | 35.62%-22.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $255 | $1,089-76.6% | $1,986-87.2% | $2,343-89.1% |
| Participant deferral / active EE | $823 | $2,210-62.7% | $2,958-72.2% | $3,332-75.3% |
| Admin fee / account holder | $3 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |