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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 | $15,476 | $56,110-72.4% | $94,993-83.7% | $70,126-77.9% |
| Participation rate | 56.7% | 65.0%-8.3pp | 73.9%-17.2pp | 69.5%-12.9pp |
| Annual return | 21.18% | 51.02%-29.8pp | 27.14%-6.0pp | 73.15%-52.0pp |
| Employer contribution / active EE | $344 | $1,442-76.2% | $2,603-86.8% | $2,343-85.3% |
| Participant deferral / active EE | $561 | $2,391-76.5% | $3,317-83.1% | $3,332-83.2% |
| Admin fee / account holder | $258 | $3,456-92.5% | $4,960-94.8% | $4,645-94.5% |