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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 | $16,727 | $62,672-73.3% | $185,117-91.0% | $70,126-76.1% |
| Participation rate | 28.6% | 63.8%-35.2pp | 77.3%-48.7pp | 69.5%-41.0pp |
| Annual return | 21.42% | 40.79%-19.4pp | 40.50%-19.1pp | 73.15%-51.7pp |
| Employer contribution / active EE | $324 | $1,753-81.5% | $4,182-92.3% | $2,343-86.2% |
| Participant deferral / active EE | $990 | $3,272-69.7% | $5,045-80.4% | $3,332-70.3% |
| Admin fee / account holder | $99 | $3,932-97.5% | $8,159-98.8% | $4,645-97.9% |