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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 | $9,534 | $65,395-85.4% | $182,558-94.8% | $72,976-86.9% |
| Participation rate | 68.0% | 65.4%+2.6pp | 78.0%-10.0pp | 69.5%-1.5pp |
| Annual return | 22.37% | 27.68%-5.3pp | 148.59%-126.2pp | 81.02%-58.6pp |
| Employer contribution / active EE | $776 | $1,911-59.4% | $4,076-81.0% | $2,440-68.2% |
| Participant deferral / active EE | $816 | $3,563-77.1% | $5,526-85.2% | $3,608-77.4% |
| Admin fee / account holder | $264 | $4,245-93.8% | $8,594-96.9% | $5,124-94.8% |