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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 | $2,764 | $63,809-95.7% | $81,353-96.6% | $80,935-96.6% |
| Participation rate | 67.8% | 63.9%+3.9pp | 69.5%-1.7pp | 67.7%+0.1pp |
| Annual return | 19.41% | 16.37%+3.0pp | 24.82%-5.4pp | 35.66%-16.3pp |
| Employer contribution / active EE | $810 | $1,981-59.1% | $2,464-67.1% | $2,757-70.6% |
| Participant deferral / active EE | $877 | $3,093-71.6% | $3,885-77.4% | $4,299-79.6% |
| Admin fee / account holder | $249 | $5,686-95.6% | $5,766-95.7% | $6,924-96.4% |