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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 | $9,266 | $58,493-84.2% | $84,021-89.0% | $72,975-87.3% |
| Participation rate | 63.4% | 61.2%+2.1pp | 69.0%-5.6pp | 69.5%-6.1pp |
| Annual return | 24.22% | 28.93%-4.7pp | 71.32%-47.1pp | 81.01%-56.8pp |
| Employer contribution / active EE | $348 | $1,163-70.1% | $1,984-82.4% | $2,440-85.7% |
| Participant deferral / active EE | $823 | $2,394-65.6% | $3,239-74.6% | $3,608-77.2% |
| Admin fee / account holder | $218 | $4,569-95.2% | $6,102-96.4% | $5,124-95.7% |