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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 | $9,840 | $56,110-82.5% | $94,993-89.6% | $70,131-86.0% |
| Participation rate | 62.8% | 65.0%-2.2pp | 73.9%-11.1pp | 69.5%-6.8pp |
| Annual return | 16.55% | 51.02%-34.5pp | 27.12%-10.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $516 | $1,442-64.2% | $2,603-80.2% | $2,342-78.0% |
| Participant deferral / active EE | $822 | $2,391-65.6% | $3,317-75.2% | $3,332-75.3% |
| Admin fee / account holder | $230 | $3,456-93.3% | $4,960-95.4% | $4,645-95.0% |