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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 | $4,717 | $54,541-91.4% | $78,778-94.0% | $70,126-93.3% |
| Participation rate | 43.5% | 60.8%-17.3pp | 69.2%-25.7pp | 69.5%-26.1pp |
| Annual return | 23.10% | 21.07%+2.0pp | 35.62%-12.5pp | 73.15%-50.0pp |
| Employer contribution / active EE | $655 | $1,089-39.9% | $1,986-67.0% | $2,343-72.1% |
| Participant deferral / active EE | $896 | $2,210-59.5% | $2,958-69.7% | $3,332-73.1% |
| Admin fee / account holder | $37 | $3,709-99.0% | $5,134-99.3% | $4,645-99.2% |