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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 | $57,590-89.6% | $86,233-93.0% | $82,448-92.7% |
| Participation rate | 41.9% | 57.9%-15.9pp | 69.0%-27.1pp | 68.1%-26.1pp |
| Annual return | 25.03% | 22.41%+2.6pp | 61.39%-36.4pp | 41.64%-16.6pp |
| Employer contribution / active EE | $562 | $1,655-66.0% | $2,504-77.6% | $2,551-78.0% |
| Participant deferral / active EE | $635 | $3,080-79.4% | $4,559-86.1% | $4,139-84.7% |
| Admin fee / account holder | $18 | $4,730-99.6% | $8,342-99.8% | $7,234-99.8% |