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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 | $11,075 | $99,345-88.9% | $84,753-86.9% | $273,970-96.0% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 16.68% | 22.93%-6.2pp | 22.78%-6.1pp | 41.46%-24.8pp |
| Employer contribution / active EE | $700 | $4,214-83.4% | $3,574-80.4% | $4,869-85.6% |
| Participant deferral / active EE | $850 | $4,270-80.1% | $3,712-77.1% | $5,287-83.9% |
| Admin fee / account holder | $89 | $6,645-98.7% | $5,333-98.3% | $10,132-99.1% |