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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 | $13,125 | $48,364-72.9% | $71,796-81.7% | $62,881-79.1% |
| Participation rate | 33.3% | 60.6%-27.3pp | 69.1%-35.8pp | 69.3%-36.0pp |
| Annual return | 5.67% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $188 | $1,042-81.9% | $1,924-90.2% | $2,281-91.8% |
| Participant deferral / active EE | $203 | $2,091-90.3% | $2,794-92.7% | $3,203-93.7% |
| Admin fee / account holder | $151 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |