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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 | $8,510 | $56,894-85.0% | $84,753-90.0% | $62,881-86.5% |
| Participation rate | 26.7% | 68.5%-41.9pp | 76.6%-49.9pp | 69.3%-42.6pp |
| Annual return | 17.09% | 6.30%+10.8pp | 22.78%-5.7pp | 20.14%-3.1pp |
| Employer contribution / active EE | $457 | $2,400-81.0% | $3,574-87.2% | $2,281-80.0% |
| Participant deferral / active EE | $906 | $2,709-66.5% | $3,712-75.6% | $3,203-71.7% |
| Admin fee / account holder | $91 | $3,581-97.5% | $5,333-98.3% | $4,296-97.9% |