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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 | $8,437 | $56,110-85.0% | $94,993-91.1% | $70,126-88.0% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.9%-48.9pp | 69.5%-44.5pp |
| Annual return | 19.08% | 51.02%-31.9pp | 27.14%-8.1pp | 73.15%-54.1pp |
| Employer contribution / active EE | $320 | $1,442-77.8% | $2,603-87.7% | $2,343-86.4% |
| Participant deferral / active EE | $524 | $2,391-78.1% | $3,317-84.2% | $3,332-84.3% |
| Admin fee / account holder | $51 | $3,456-98.5% | $4,960-99.0% | $4,645-98.9% |