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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 | $7,470 | $63,949-88.3% | $129,031-94.2% | $94,015-92.1% |
| Participation rate | 34.9% | 63.4%-28.5pp | 73.4%-38.5pp | 70.8%-35.9pp |
| Annual return | 17.81% | 17.56%+0.2pp | 34.67%-16.9pp | 17.84%0pp |
| Employer contribution / active EE | $347 | $1,865-81.4% | $3,226-89.2% | $2,790-87.6% |
| Participant deferral / active EE | $635 | $3,686-82.8% | $5,217-87.8% | $4,249-85.1% |
| Admin fee / account holder | $123 | $5,523-97.8% | $13,208-99.1% | $8,951-98.6% |