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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 | $10,907 | $48,078-77.3% | $78,676-86.1% | $62,881-82.7% |
| Participation rate | 44.8% | 65.2%-20.4pp | 73.6%-28.7pp | 69.3%-24.5pp |
| Annual return | 6.42% | 31.36%-24.9pp | 62.19%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $263 | $2,015-86.9% | $2,850-90.8% | $2,281-88.5% |
| Participant deferral / active EE | $319 | $2,587-87.7% | $3,517-90.9% | $3,203-90.0% |
| Admin fee / account holder | $34 | $3,206-98.9% | $4,510-99.2% | $4,296-99.2% |