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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 | $10,181 | $71,208-85.7% | $93,681-89.1% | $80,911-87.4% |
| Participation rate | 22.9% | 60.4%-37.5pp | 68.7%-45.9pp | 67.6%-44.8pp |
| Annual return | 19.77% | 11.27%+8.5pp | 133.47%-113.7pp | 35.63%-15.9pp |
| Employer contribution / active EE | $584 | $1,564-62.7% | $2,422-75.9% | $2,756-78.8% |
| Participant deferral / active EE | $864 | $4,035-78.6% | $4,415-80.4% | $4,297-79.9% |
| Admin fee / account holder | $247 | $6,951-96.4% | $8,290-97.0% | $6,935-96.4% |