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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 | $15,047 | $58,493-74.3% | $84,023-82.1% | $72,976-79.4% |
| Participation rate | 19.2% | 61.2%-42.0pp | 69.0%-49.8pp | 69.5%-50.3pp |
| Annual return | 18.58% | 28.93%-10.3pp | 71.32%-52.7pp | 81.02%-62.4pp |
| Employer contribution / active EE | $260 | $1,163-77.6% | $1,984-86.9% | $2,440-89.3% |
| Participant deferral / active EE | $323 | $2,394-86.5% | $3,239-90.0% | $3,608-91.0% |
| Admin fee / account holder | $72 | $4,569-98.4% | $6,102-98.8% | $5,124-98.6% |