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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 | $9,894 | $48,078-79.4% | $78,676-87.4% | $62,881-84.3% |
| Participation rate | 67.5% | 65.2%+2.3pp | 73.6%-6.0pp | 69.3%-1.8pp |
| Annual return | 7.49% | 31.36%-23.9pp | 62.19%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,398 | $2,015-30.6% | $2,850-50.9% | $2,281-38.7% |
| Participant deferral / active EE | $506 | $2,587-80.4% | $3,517-85.6% | $3,203-84.2% |
| Admin fee / account holder | $193 | $3,206-94.0% | $4,510-95.7% | $4,296-95.5% |