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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 | $10,958 | $54,763-80.0% | $90,324-87.9% | $72,976-85.0% |
| Participation rate | 16.1% | 65.2%-49.0pp | 73.3%-57.2pp | 69.5%-53.4pp |
| Annual return | 29.80% | 30.63%-0.8pp | 78.15%-48.3pp | 81.02%-51.2pp |
| Employer contribution / active EE | $298 | $2,093-85.8% | $2,856-89.6% | $2,440-87.8% |
| Participant deferral / active EE | $506 | $2,887-82.5% | $3,885-87.0% | $3,608-86.0% |
| Admin fee / account holder | $40 | $3,973-99.0% | $5,356-99.3% | $5,124-99.2% |