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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 | $7,854 | $115,931-93.2% | $185,441-95.8% | $86,983-91.0% |
| Participation rate | 68.0% | 73.6%-5.6pp | 80.3%-12.3pp | 69.5%-1.5pp |
| Annual return | 22.86% | 21.47%+1.4pp | 20.16%+2.7pp | 25.83%-3.0pp |
| Employer contribution / active EE | $764 | $2,937-74.0% | $4,672-83.6% | $2,584-70.4% |
| Participant deferral / active EE | $1,143 | $4,551-74.9% | $6,152-81.4% | $4,194-72.8% |
| Admin fee / account holder | $127 | $10,687-98.8% | $17,890-99.3% | $7,856-98.4% |