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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 | $9,122 | $110,137-91.7% | $161,149-94.3% | $82,637-89.0% |
| Participation rate | 55.6% | 72.4%-16.8pp | 78.8%-23.3pp | 68.1%-12.5pp |
| Annual return | 27.02% | 20.69%+6.3pp | 21.16%+5.9pp | 53.51%-26.5pp |
| Employer contribution / active EE | $1,031 | $2,856-63.9% | $4,360-76.4% | $2,552-59.6% |
| Participant deferral / active EE | $1,717 | $4,575-62.5% | $6,153-72.1% | $4,126-58.4% |
| Admin fee / account holder | $19 | $9,467-99.8% | $15,194-99.9% | $7,339-99.7% |