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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 | $11,546 | $64,010-82.0% | $108,359-89.3% | $64,340-82.1% |
| Participation rate | 20.0% | 49.4%-29.4pp | 70.1%-50.1pp | 55.2%-35.2pp |
| Annual return | 22.61% | 19.74%+2.9pp | 36.89%-14.3pp | 24.14%-1.5pp |
| Employer contribution / active EE | $323 | $1,029-68.6% | $2,399-86.5% | $1,862-82.7% |
| Participant deferral / active EE | $785 | $2,395-67.2% | $4,137-81.0% | $2,980-73.6% |
| Admin fee / account holder | $140 | $4,885-97.1% | $9,741-98.6% | $3,703-96.2% |