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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 | $10,342 | $132,310-92.2% | $105,754-90.2% | $273,972-96.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.9%-28.9pp | 83.0%-33.0pp |
| Annual return | 13.43% | 10.08%+3.3pp | 12.25%+1.2pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,347 | $4,867-72.3% | $4,079-67.0% | $4,869-72.3% |
| Participant deferral / active EE | $1,805 | $6,233-71.0% | $5,326-66.1% | $5,287-65.9% |
| Admin fee / account holder | $75 | $12,036-99.4% | $8,309-99.1% | $10,133-99.3% |