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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 | $10,527 | $54,541-80.7% | $78,778-86.6% | $70,126-85.0% |
| Participation rate | 25.4% | 60.8%-35.4pp | 69.2%-43.8pp | 69.5%-44.1pp |
| Annual return | 16.42% | 21.07%-4.7pp | 35.62%-19.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $277 | $1,089-74.5% | $1,986-86.0% | $2,343-88.2% |
| Participant deferral / active EE | $296 | $2,210-86.6% | $2,958-90.0% | $3,332-91.1% |
| Admin fee / account holder | $127 | $3,709-96.6% | $5,134-97.5% | $4,645-97.3% |