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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 | $12,889 | $57,065-77.4% | $75,670-83.0% | $70,131-81.6% |
| Participation rate | 41.2% | 68.1%-26.9pp | 72.3%-31.2pp | 69.5%-28.4pp |
| Annual return | 38.54% | 23.57%+15.0pp | 27.34%+11.2pp | 73.14%-34.6pp |
| Employer contribution / active EE | $528 | $1,817-70.9% | $2,352-77.5% | $2,342-77.4% |
| Participant deferral / active EE | $956 | $2,580-62.9% | $3,142-69.6% | $3,332-71.3% |
| Admin fee / account holder | $32 | $3,825-99.2% | $5,800-99.5% | $4,645-99.3% |