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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 | $12,425 | $72,269-82.8% | $101,271-87.7% | $79,852-84.4% |
| Participation rate | 18.4% | 68.5%-50.0pp | 75.8%-57.4pp | 69.6%-51.2pp |
| Annual return | 42.39% | 22.29%+20.1pp | 46.48%-4.1pp | 31.72%+10.7pp |
| Employer contribution / active EE | $641 | $2,692-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $943 | $3,282-71.3% | $4,371-78.4% | $3,740-74.8% |
| Admin fee / account holder | $129 | $4,401-97.1% | $5,948-97.8% | $5,306-97.6% |