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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 | $11,273 | $54,757-79.4% | $90,300-87.5% | $72,983-84.6% |
| Participation rate | 32.4% | 65.1%-32.8pp | 73.3%-40.9pp | 69.5%-37.1pp |
| Annual return | 20.90% | 30.63%-9.7pp | 78.11%-57.2pp | 81.01%-60.1pp |
| Employer contribution / active EE | $336 | $2,092-83.9% | $2,854-88.2% | $2,440-86.2% |
| Participant deferral / active EE | $520 | $2,887-82.0% | $3,884-86.6% | $3,608-85.6% |
| Admin fee / account holder | $163 | $3,972-95.9% | $5,353-97.0% | $5,124-96.8% |