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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 | $3,897 | $58,627-93.4% | $76,735-94.9% | $82,448-95.3% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | 39.35% | 39.10%+0.2pp | 29.77%+9.6pp | 41.64%-2.3pp |
| Employer contribution / active EE | $809 | $1,729-53.2% | $2,454-67.0% | $2,551-68.3% |
| Participant deferral / active EE | $1,017 | $3,134-67.5% | $4,088-75.1% | $4,139-75.4% |
| Admin fee / account holder | $199 | $5,323-96.3% | $7,189-97.2% | $7,234-97.3% |