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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 | $11,092 | $43,730-74.6% | $121,220-90.8% | $64,173-82.7% |
| Participation rate | 25.9% | 58.3%-32.4pp | 71.8%-45.8pp | 69.6%-43.6pp |
| Annual return | 5.81% | 68.94%-63.1pp | 16.94%-11.1pp | 7.63%-1.8pp |
| Employer contribution / active EE | $606 | $1,297-53.3% | $4,023-84.9% | $2,381-74.5% |
| Participant deferral / active EE | $714 | $2,281-68.7% | $3,345-78.7% | $3,470-79.4% |
| Admin fee / account holder | $97 | $3,502-97.2% | $5,021-98.1% | $4,887-98.0% |