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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 | $78,690-96.0% | $161,489-98.0% | $87,485-96.4% |
| Participation rate | 69.2% | 67.5%+1.8pp | 78.7%-9.5pp | 68.9%+0.3pp |
| Annual return | 21.46% | 32.74%-11.3pp | 89.72%-68.3pp | 26.06%-4.6pp |
| Employer contribution / active EE | $420 | $2,588-83.8% | $4,268-90.2% | $2,596-83.8% |
| Participant deferral / active EE | $456 | $3,311-86.2% | $5,630-91.9% | $4,274-89.3% |
| Admin fee / account holder | $72 | $6,724-98.9% | $16,006-99.5% | $7,775-99.1% |