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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 | $3,209 | $58,493-94.5% | $84,023-96.2% | $72,976-95.6% |
| Participation rate | 51.7% | 61.2%-9.5pp | 69.0%-17.3pp | 69.5%-17.8pp |
| Annual return | 32.80% | 28.93%+3.9pp | 71.32%-38.5pp | 81.02%-48.2pp |
| Employer contribution / active EE | $512 | $1,163-56.0% | $1,984-74.2% | $2,440-79.0% |
| Participant deferral / active EE | $649 | $2,394-72.9% | $3,239-80.0% | $3,608-82.0% |
| Admin fee / account holder | $158 | $4,569-96.5% | $6,102-97.4% | $5,124-96.9% |