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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 | $6,205 | $64,462-90.4% | $81,482-92.4% | $80,911-92.3% |
| Participation rate | 33.3% | 63.9%-30.6pp | 69.5%-36.2pp | 67.6%-34.3pp |
| Annual return | 33.14% | 16.35%+16.8pp | 24.79%+8.3pp | 35.63%-2.5pp |
| Employer contribution / active EE | $694 | $1,979-64.9% | $2,463-71.8% | $2,756-74.8% |
| Participant deferral / active EE | $717 | $3,094-76.8% | $3,885-81.5% | $4,297-83.3% |
| Admin fee / account holder | $170 | $5,678-97.0% | $5,761-97.1% | $6,935-97.5% |