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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 | $7,439 | $54,541-86.4% | $78,778-90.6% | $70,126-89.4% |
| Participation rate | 38.2% | 60.8%-22.6pp | 69.2%-31.0pp | 69.5%-31.3pp |
| Annual return | 21.05% | 21.07%0pp | 35.62%-14.6pp | 73.15%-52.1pp |
| Employer contribution / active EE | $364 | $1,089-66.5% | $1,986-81.6% | $2,343-84.4% |
| Participant deferral / active EE | $972 | $2,210-56.0% | $2,958-67.1% | $3,332-70.8% |
| Admin fee / account holder | $241 | $3,709-93.5% | $5,134-95.3% | $4,645-94.8% |