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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 | $10,643 | $63,764-83.3% | $81,926-87.0% | $79,858-86.7% |
| Participation rate | 38.5% | 67.5%-29.0pp | 72.0%-33.5pp | 69.6%-31.2pp |
| Annual return | 17.39% | 22.66%-5.3pp | 29.49%-12.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $440 | $1,795-75.5% | $4,310-89.8% | $2,471-82.2% |
| Participant deferral / active EE | $866 | $2,780-68.8% | $7,108-87.8% | $3,740-76.8% |
| Admin fee / account holder | $274 | $4,426-93.8% | $5,159-94.7% | $5,306-94.8% |