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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 | $10,883 | $71,208-84.7% | $93,681-88.4% | $80,911-86.5% |
| Participation rate | 35.3% | 60.4%-25.1pp | 68.7%-33.4pp | 67.6%-32.4pp |
| Annual return | 15.24% | 11.27%+4.0pp | 133.47%-118.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $705 | $1,564-54.9% | $2,422-70.9% | $2,756-74.4% |
| Participant deferral / active EE | $1,232 | $4,035-69.5% | $4,415-72.1% | $4,297-71.3% |
| Admin fee / account holder | $189 | $6,951-97.3% | $8,290-97.7% | $6,935-97.3% |