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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 | $15,680 | $83,485-81.2% | $125,195-87.5% | $72,976-78.5% |
| Participation rate | 53.6% | 73.3%-19.7pp | 79.8%-26.2pp | 69.5%-15.9pp |
| Annual return | 22.46% | 25.77%-3.3pp | 43.79%-21.3pp | 81.02%-58.6pp |
| Employer contribution / active EE | $966 | $2,346-58.8% | $3,866-75.0% | $2,440-60.4% |
| Participant deferral / active EE | $1,360 | $3,586-62.1% | $4,937-72.5% | $3,608-62.3% |
| Admin fee / account holder | $57 | $5,518-99.0% | $9,704-99.4% | $5,124-98.9% |