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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 | $6,041 | $59,123-89.8% | $77,183-92.2% | $75,181-92.0% |
| Participation rate | 28.1% | 63.9%-35.7pp | 69.6%-41.5pp | 67.2%-39.1pp |
| Annual return | 24.56% | 26.72%-2.2pp | 37.89%-13.3pp | 160.69%-136.1pp |
| Employer contribution / active EE | $504 | $1,996-74.8% | $2,534-80.1% | $2,671-81.1% |
| Participant deferral / active EE | $706 | $2,999-76.4% | $3,833-81.6% | $4,126-82.9% |
| Admin fee / account holder | $196 | $4,776-95.9% | $5,475-96.4% | $5,650-96.5% |