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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 | $11,632 | $78,423-85.2% | $95,964-87.9% | $79,856-85.4% |
| Participation rate | 44.8% | 73.5%-28.7pp | 77.1%-32.3pp | 69.6%-24.8pp |
| Annual return | 30.08% | 19.37%+10.7pp | 91.64%-61.6pp | 31.71%-1.6pp |
| Employer contribution / active EE | $748 | $1,945-61.6% | $2,541-70.6% | $2,471-69.7% |
| Participant deferral / active EE | $1,300 | $3,440-62.2% | $4,167-68.8% | $3,741-65.3% |
| Admin fee / account holder | $118 | $5,622-97.9% | $6,797-98.3% | $5,306-97.8% |