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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 | $10,090 | $61,214-83.5% | $83,322-87.9% | $56,287-82.1% |
| Participation rate | 30.9% | 72.6%-41.7pp | 77.8%-46.8pp | 69.9%-38.9pp |
| Annual return | 24.01% | 0.42%+23.6pp | 10.64%+13.4pp | -9.96%+34.0pp |
| Employer contribution / active EE | $347 | $1,925-82.0% | $3,379-89.7% | $2,111-83.6% |
| Participant deferral / active EE | $1,133 | $5,091-77.7% | $5,565-79.6% | $3,350-66.2% |
| Admin fee / account holder | $55 | $512-89.2% | $7,540-99.3% | $521-89.4% |