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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 | $10,043 | $76,371-86.9% | $93,621-89.3% | $72,975-86.2% |
| Participation rate | 34.0% | 71.8%-37.7pp | 75.8%-41.8pp | 69.5%-35.4pp |
| Annual return | 30.39% | 25.82%+4.6pp | 32.76%-2.4pp | 81.01%-50.6pp |
| Employer contribution / active EE | $610 | $2,276-73.2% | $2,719-77.6% | $2,440-75.0% |
| Participant deferral / active EE | $1,135 | $3,538-67.9% | $4,070-72.1% | $3,608-68.5% |
| Admin fee / account holder | $82 | $6,839-98.8% | $7,890-99.0% | $5,124-98.4% |