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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 | $11,217 | $51,708-78.3% | $106,619-89.5% | $62,881-82.2% |
| Participation rate | 25.5% | 66.9%-41.4pp | 78.0%-52.5pp | 69.3%-43.9pp |
| Annual return | 7.56% | 4.69%+2.9pp | 9.42%-1.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $578 | $1,764-67.2% | $3,947-85.4% | $2,281-74.7% |
| Participant deferral / active EE | $622 | $2,315-73.1% | $3,930-84.2% | $3,203-80.6% |
| Admin fee / account holder | $124 | $3,349-96.3% | $6,418-98.1% | $4,296-97.1% |