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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 | $6,005 | $58,057-89.7% | $97,032-93.8% | $86,983-93.1% |
| Participation rate | 41.9% | 60.4%-18.4pp | 71.6%-29.6pp | 69.5%-27.6pp |
| Annual return | 25.03% | 22.26%+2.8pp | 35.38%-10.4pp | 25.83%-0.8pp |
| Employer contribution / active EE | $562 | $1,663-66.2% | $2,629-78.6% | $2,584-78.2% |
| Participant deferral / active EE | $635 | $3,244-80.4% | $4,672-86.4% | $4,194-84.9% |
| Admin fee / account holder | $18 | $4,839-99.6% | $9,418-99.8% | $7,856-99.8% |