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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 | $5,281 | $71,230-92.6% | $93,727-94.4% | $80,959-93.5% |
| Participation rate | 32.4% | 60.4%-28.0pp | 68.7%-36.4pp | 67.7%-35.3pp |
| Annual return | 21.43% | 11.26%+10.2pp | 133.83%-112.4pp | 35.67%-14.2pp |
| Employer contribution / active EE | $531 | $1,565-66.1% | $2,421-78.1% | $2,757-80.7% |
| Participant deferral / active EE | $673 | $4,037-83.3% | $4,417-84.8% | $4,300-84.3% |
| Admin fee / account holder | $91 | $6,961-98.7% | $8,292-98.9% | $6,925-98.7% |