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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 | $22,602 | $60,349-62.5% | $74,184-69.5% | $62,881-64.1% |
| Participation rate | 40.0% | 72.7%-32.7pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 6.93% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $541 | $1,680-67.8% | $2,370-77.2% | $2,281-76.3% |
| Participant deferral / active EE | $1,209 | $2,856-57.7% | $3,550-65.9% | $3,203-62.3% |
| Admin fee / account holder | $45 | $4,261-99.0% | $5,586-99.2% | $4,296-99.0% |