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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 | $13,117 | $48,364-72.9% | $71,796-81.7% | $62,881-79.1% |
| Participation rate | 28.6% | 60.6%-32.1pp | 69.1%-40.5pp | 69.3%-40.7pp |
| Annual return | 8.60% | 13.16%-4.6pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $270 | $1,042-74.0% | $1,924-85.9% | $2,281-88.1% |
| Participant deferral / active EE | $343 | $2,091-83.6% | $2,794-87.7% | $3,203-89.3% |
| Admin fee / account holder | $118 | $3,771-96.9% | $4,815-97.6% | $4,296-97.3% |