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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 | $5,198 | $75,058-93.1% | $152,301-96.6% | $64,340-91.9% |
| Participation rate | 31.4% | 60.9%-29.5pp | 82.4%-51.0pp | 55.2%-23.8pp |
| Annual return | 31.24% | 29.93%+1.3pp | 80.50%-49.3pp | 24.14%+7.1pp |
| Employer contribution / active EE | $424 | $2,605-83.7% | $4,624-90.8% | $1,862-77.2% |
| Participant deferral / active EE | $811 | $5,041-83.9% | $8,004-89.9% | $2,980-72.8% |
| Admin fee / account holder | $203 | $4,050-95.0% | $14,398-98.6% | $3,703-94.5% |