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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 | $9,568 | $57,828-83.5% | $117,039-91.8% | $70,126-86.4% |
| Participation rate | 45.8% | 67.1%-21.3pp | 77.2%-31.4pp | 69.5%-23.7pp |
| Annual return | 19.34% | 17.55%+1.8pp | 18.95%+0.4pp | 73.15%-53.8pp |
| Employer contribution / active EE | $494 | $1,816-72.8% | $3,785-86.9% | $2,343-78.9% |
| Participant deferral / active EE | $920 | $2,438-62.3% | $3,929-76.6% | $3,332-72.4% |
| Admin fee / account holder | $78 | $3,548-97.8% | $5,974-98.7% | $4,645-98.3% |