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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 | $10,902 | $72,027-84.9% | $185,861-94.1% | $79,856-86.3% |
| Participation rate | 66.2% | 65.8%+0.4pp | 78.0%-11.9pp | 69.6%-3.5pp |
| Annual return | 17.66% | 23.13%-5.5pp | 35.96%-18.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $922 | $1,965-53.1% | $4,088-77.4% | $2,471-62.7% |
| Participant deferral / active EE | $726 | $3,780-80.8% | $5,634-87.1% | $3,741-80.6% |
| Admin fee / account holder | $35 | $4,513-99.2% | $9,503-99.6% | $5,306-99.3% |