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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 | $10,435 | $43,338-75.9% | $59,887-82.6% | $64,173-83.7% |
| Participation rate | 31.7% | 69.2%-37.5pp | 74.7%-43.0pp | 69.6%-37.9pp |
| Annual return | 28.47% | -1.55%+30.0pp | 3.46%+25.0pp | 7.63%+20.8pp |
| Employer contribution / active EE | $450 | $2,030-77.8% | $2,722-83.5% | $2,381-81.1% |
| Participant deferral / active EE | $575 | $2,547-77.4% | $3,402-83.1% | $3,470-83.4% |
| Admin fee / account holder | $185 | $3,007-93.8% | $3,591-94.8% | $4,887-96.2% |