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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 | $6,148 | $56,054-89.0% | $171,082-96.4% | $62,881-90.2% |
| Participation rate | 30.0% | 62.9%-32.9pp | 76.7%-46.7pp | 69.3%-39.3pp |
| Annual return | 31.68% | 22.52%+9.2pp | 32.56%-0.9pp | 20.14%+11.5pp |
| Employer contribution / active EE | $482 | $1,731-72.2% | $4,002-88.0% | $2,281-78.9% |
| Participant deferral / active EE | $526 | $3,158-83.4% | $4,797-89.0% | $3,203-83.6% |
| Admin fee / account holder | $34 | $3,647-99.1% | $8,520-99.6% | $4,296-99.2% |