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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 | $13,895 | $59,839-76.8% | $81,991-83.1% | $79,852-82.6% |
| Participation rate | 17.9% | 61.6%-43.8pp | 69.3%-51.4pp | 69.6%-51.8pp |
| Annual return | 39.84% | 17.56%+22.3pp | 41.31%-1.5pp | 31.72%+8.1pp |
| Employer contribution / active EE | $416 | $1,713-75.7% | $2,498-83.4% | $2,471-83.2% |
| Participant deferral / active EE | $799 | $2,695-70.4% | $3,722-78.5% | $3,740-78.6% |
| Admin fee / account holder | $190 | $4,287-95.6% | $5,665-96.6% | $5,306-96.4% |