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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 | $14,118 | $54,541-74.1% | $78,778-82.1% | $70,126-79.9% |
| Participation rate | 11.8% | 60.8%-49.0pp | 69.2%-57.4pp | 69.5%-57.8pp |
| Annual return | 22.97% | 21.07%+1.9pp | 35.62%-12.6pp | 73.15%-50.2pp |
| Employer contribution / active EE | $265 | $1,089-75.7% | $1,986-86.7% | $2,343-88.7% |
| Participant deferral / active EE | $350 | $2,210-84.2% | $2,958-88.2% | $3,332-89.5% |
| Admin fee / account holder | $57 | $3,709-98.5% | $5,134-98.9% | $4,645-98.8% |