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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 | $2,326 | $60,442-96.2% | $96,754-97.6% | $87,485-97.3% |
| Participation rate | 63.3% | 58.7%+4.6pp | 70.3%-6.9pp | 68.9%-5.6pp |
| Annual return | 25.05% | 21.97%+3.1pp | 82.04%-57.0pp | 26.06%-1.0pp |
| Employer contribution / active EE | $419 | $1,691-75.2% | $2,679-84.4% | $2,596-83.9% |
| Participant deferral / active EE | $853 | $3,280-74.0% | $4,758-82.1% | $4,274-80.0% |
| Admin fee / account holder | $190 | $5,069-96.2% | $8,905-97.9% | $7,775-97.6% |