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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 | $8,024 | $53,412-85.0% | $68,509-88.3% | $52,331-84.7% |
| Participation rate | 66.4% | 71.7%-5.3pp | 74.7%-8.4pp | 68.1%-1.7pp |
| Annual return | 32.17% | 3.42%+28.7pp | 8.27%+23.9pp | 4.54%+27.6pp |
| Employer contribution / active EE | $771 | $1,607-52.0% | $2,278-66.2% | $1,882-59.0% |
| Participant deferral / active EE | $948 | $2,688-64.7% | $3,382-72.0% | $3,022-68.6% |
| Admin fee / account holder | $73 | $461-84.1% | $5,275-98.6% | $592-87.6% |