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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 | $14,242 | $59,804-76.2% | $81,982-82.6% | $79,856-82.2% |
| Participation rate | 21.6% | 61.6%-40.0pp | 69.3%-47.6pp | 69.6%-48.0pp |
| Annual return | 22.69% | 17.56%+5.1pp | 41.31%-18.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $712 | $1,713-58.4% | $2,498-71.5% | $2,471-71.2% |
| Participant deferral / active EE | $688 | $2,695-74.5% | $3,722-81.5% | $3,741-81.6% |
| Admin fee / account holder | $68 | $4,288-98.4% | $5,665-98.8% | $5,306-98.7% |