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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 | $1,705 | $81,358-97.9% | $155,556-98.9% | $80,959-97.9% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 17.44% | 33.39%-15.9pp | 64.84%-47.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $543 | $3,106-82.5% | $4,675-88.4% | $2,757-80.3% |
| Participant deferral / active EE | $607 | $3,455-82.4% | $5,631-89.2% | $4,300-85.9% |
| Admin fee / account holder | $156 | $7,994-98.0% | $15,885-99.0% | $6,925-97.7% |