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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 | $13,862 | $63,156-78.1% | $122,342-88.7% | $62,293-77.7% |
| Participation rate | 13.8% | 60.0%-46.3pp | 71.6%-57.9pp | 69.5%-55.8pp |
| Annual return | 33.41% | 20.61%+12.8pp | 30.28%+3.1pp | 28.90%+4.5pp |
| Employer contribution / active EE | $378 | $1,385-72.7% | $4,051-90.7% | $2,042-81.5% |
| Participant deferral / active EE | $816 | $2,321-64.8% | $3,287-75.2% | $3,169-74.3% |
| Admin fee / account holder | $166 | $440-62.4% | $5,478-97.0% | $479-65.5% |