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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 | $7,552 | $49,025-84.6% | $87,502-91.4% | $62,881-88.0% |
| Participation rate | 65.2% | 64.9%+0.3pp | 73.8%-8.6pp | 69.3%-4.1pp |
| Annual return | 4.87% | 10.02%-5.2pp | 12.21%-7.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $248 | $1,372-81.9% | $2,550-90.3% | $2,281-89.1% |
| Participant deferral / active EE | $654 | $2,289-71.4% | $3,149-79.2% | $3,203-79.6% |
| Admin fee / account holder | $70 | $4,065-98.3% | $4,221-98.3% | $4,296-98.4% |