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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 | $5,913 | $41,377-85.7% | $109,313-94.6% | $62,881-90.6% |
| Participation rate | 64.0% | 57.5%+6.5pp | 71.3%-7.3pp | 69.3%-5.3pp |
| Annual return | 9.46% | 11.05%-1.6pp | 22.07%-12.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $775 | $1,276-39.3% | $3,892-80.1% | $2,281-66.0% |
| Participant deferral / active EE | $561 | $2,045-72.6% | $3,166-82.3% | $3,203-82.5% |
| Admin fee / account holder | $123 | $2,884-95.7% | $5,666-97.8% | $4,296-97.1% |