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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 | $5,016 | $60,442-91.7% | $96,754-94.8% | $87,485-94.3% |
| Participation rate | 54.9% | 58.7%-3.8pp | 70.3%-15.4pp | 68.9%-14.0pp |
| Annual return | 20.01% | 21.97%-2.0pp | 82.04%-62.0pp | 26.06%-6.1pp |
| Employer contribution / active EE | $509 | $1,691-69.9% | $2,679-81.0% | $2,596-80.4% |
| Participant deferral / active EE | $811 | $3,280-75.3% | $4,758-83.0% | $4,274-81.0% |
| Admin fee / account holder | $53 | $5,069-99.0% | $8,905-99.4% | $7,775-99.3% |