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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 | $10,943 | $67,606-83.8% | $82,313-86.7% | $70,124-84.4% |
| Participation rate | 28.0% | 72.8%-44.8pp | 76.9%-48.9pp | 69.5%-41.5pp |
| Annual return | 35.05% | 21.57%+13.5pp | 25.88%+9.2pp | 73.14%-38.1pp |
| Employer contribution / active EE | $795 | $1,755-54.7% | $2,428-67.2% | $2,342-66.0% |
| Participant deferral / active EE | $1,048 | $2,987-64.9% | $3,706-71.7% | $3,332-68.6% |
| Admin fee / account holder | $33 | $4,512-99.3% | $5,608-99.4% | $4,645-99.3% |