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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 | $9,860 | $69,518-85.8% | $59,887-83.5% | $135,379-92.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | 11.04% | 7.95%+3.1pp | 3.46%+7.6pp | 519.79%-508.8pp |
| Employer contribution / active EE | $1,397 | $3,235-56.8% | $2,722-48.7% | $4,779-70.8% |
| Participant deferral / active EE | $693 | $4,204-83.5% | $3,402-79.6% | $5,609-87.7% |
| Admin fee / account holder | $71 | $5,734-98.8% | $3,591-98.0% | $10,828-99.3% |