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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 | $9,679 | $57,828-83.3% | $117,039-91.7% | $70,126-86.2% |
| Participation rate | 40.0% | 67.1%-27.1pp | 77.2%-37.2pp | 69.5%-29.5pp |
| Annual return | 20.10% | 17.55%+2.5pp | 18.95%+1.2pp | 73.15%-53.0pp |
| Employer contribution / active EE | $593 | $1,816-67.4% | $3,785-84.3% | $2,343-74.7% |
| Participant deferral / active EE | $727 | $2,438-70.2% | $3,929-81.5% | $3,332-78.2% |
| Admin fee / account holder | $10 | $3,548-99.7% | $5,974-99.8% | $4,645-99.8% |