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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 | $12,013 | $72,012-83.3% | $185,827-93.5% | $79,858-85.0% |
| Participation rate | 33.3% | 65.8%-32.4pp | 78.0%-44.7pp | 69.6%-36.3pp |
| Annual return | 29.70% | 23.12%+6.6pp | 35.96%-6.3pp | 31.72%-2.0pp |
| Employer contribution / active EE | $428 | $1,965-78.2% | $4,087-89.5% | $2,471-82.7% |
| Participant deferral / active EE | $972 | $3,779-74.3% | $5,633-82.8% | $3,740-74.0% |
| Admin fee / account holder | $178 | $4,513-96.1% | $9,502-98.1% | $5,306-96.6% |