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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 | $4,309 | $49,025-91.2% | $87,502-95.1% | $62,881-93.1% |
| Participation rate | 23.8% | 64.9%-41.1pp | 73.8%-50.0pp | 69.3%-45.5pp |
| Annual return | 22.19% | 10.02%+12.2pp | 12.21%+10.0pp | 20.14%+2.0pp |
| Employer contribution / active EE | $361 | $1,372-73.7% | $2,550-85.8% | $2,281-84.2% |
| Participant deferral / active EE | $506 | $2,289-77.9% | $3,149-83.9% | $3,203-84.2% |
| Admin fee / account holder | $15 | $4,065-99.6% | $4,221-99.7% | $4,296-99.7% |