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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 | $3,179 | $76,407-95.8% | $150,298-97.9% | $82,448-96.1% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 21.46% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $420 | $2,614-83.9% | $4,154-89.9% | $2,551-83.5% |
| Participant deferral / active EE | $456 | $3,214-85.8% | $5,453-91.6% | $4,139-89.0% |
| Admin fee / account holder | $72 | $6,352-98.9% | $14,116-99.5% | $7,234-99.0% |