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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 | $5,384 | $58,057-90.7% | $97,032-94.5% | $86,983-93.8% |
| Participation rate | 28.6% | 60.4%-31.8pp | 71.6%-43.0pp | 69.5%-41.0pp |
| Annual return | 26.02% | 22.26%+3.8pp | 35.38%-9.4pp | 25.83%+0.2pp |
| Employer contribution / active EE | $232 | $1,663-86.1% | $2,629-91.2% | $2,584-91.0% |
| Participant deferral / active EE | $414 | $3,244-87.2% | $4,672-91.1% | $4,194-90.1% |
| Admin fee / account holder | $19 | $4,839-99.6% | $9,418-99.8% | $7,856-99.8% |