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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 | $18,275 | $48,364-62.2% | $71,796-74.5% | $62,881-70.9% |
| Participation rate | 40.7% | 60.6%-19.9pp | 69.1%-28.4pp | 69.3%-28.6pp |
| Annual return | 5.44% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $439 | $1,042-57.9% | $1,924-77.2% | $2,281-80.8% |
| Participant deferral / active EE | $686 | $2,091-67.2% | $2,794-75.4% | $3,203-78.6% |
| Admin fee / account holder | $283 | $3,771-92.5% | $4,815-94.1% | $4,296-93.4% |