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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 | $8,303 | $48,364-82.8% | $71,796-88.4% | $62,881-86.8% |
| Participation rate | 32.8% | 60.6%-27.9pp | 69.1%-36.4pp | 69.3%-36.5pp |
| Annual return | 21.21% | 13.16%+8.1pp | 78.04%-56.8pp | 20.14%+1.1pp |
| Employer contribution / active EE | $461 | $1,042-55.8% | $1,924-76.1% | $2,281-79.8% |
| Participant deferral / active EE | $744 | $2,091-64.4% | $2,794-73.4% | $3,203-76.8% |
| Admin fee / account holder | $237 | $3,771-93.7% | $4,815-95.1% | $4,296-94.5% |