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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 | $7,789 | $77,358-89.9% | $102,184-92.4% | $87,485-91.1% |
| Participation rate | 54.1% | 78.7%-24.6pp | 82.6%-28.5pp | 68.9%-14.9pp |
| Annual return | 20.45% | 41.11%-20.7pp | 31.58%-11.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $452 | $2,562-82.3% | $3,594-87.4% | $2,596-82.6% |
| Participant deferral / active EE | $763 | $6,753-88.7% | $8,309-90.8% | $4,274-82.1% |
| Admin fee / account holder | $274 | $6,809-96.0% | $11,609-97.6% | $7,775-96.5% |