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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 | $13,962 | $94,031-85.2% | $115,768-87.9% | $82,448-83.1% |
| Participation rate | 42.9% | 70.4%-27.6pp | 74.4%-31.5pp | 68.1%-25.2pp |
| Annual return | 20.15% | 20.61%-0.5pp | 100.46%-80.3pp | 41.64%-21.5pp |
| Employer contribution / active EE | $814 | $2,323-65.0% | $2,940-72.3% | $2,551-68.1% |
| Participant deferral / active EE | $1,353 | $3,972-65.9% | $4,917-72.5% | $4,139-67.3% |
| Admin fee / account holder | $111 | $10,249-98.9% | $12,439-99.1% | $7,234-98.5% |