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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 | $8,847 | $56,054-84.2% | $171,082-94.8% | $62,881-85.9% |
| Participation rate | 68.4% | 62.9%+5.5pp | 76.7%-8.3pp | 69.3%-0.9pp |
| Annual return | 22.08% | 22.52%-0.4pp | 32.56%-10.5pp | 20.14%+1.9pp |
| Employer contribution / active EE | $462 | $1,731-73.3% | $4,002-88.5% | $2,281-79.8% |
| Participant deferral / active EE | $878 | $3,158-72.2% | $4,797-81.7% | $3,203-72.6% |
| Admin fee / account holder | $164 | $3,647-95.5% | $8,520-98.1% | $4,296-96.2% |