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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 | $7,368 | $58,493-87.4% | $84,021-91.2% | $72,975-89.9% |
| Participation rate | 31.5% | 61.2%-29.8pp | 69.0%-37.5pp | 69.5%-38.0pp |
| Annual return | 32.67% | 28.93%+3.7pp | 71.32%-38.6pp | 81.01%-48.3pp |
| Employer contribution / active EE | $491 | $1,163-57.8% | $1,984-75.3% | $2,440-79.9% |
| Participant deferral / active EE | $636 | $2,394-73.4% | $3,239-80.4% | $3,608-82.4% |
| Admin fee / account holder | $173 | $4,569-96.2% | $6,102-97.2% | $5,124-96.6% |