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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 | $11,690 | $78,015-85.0% | $178,505-93.5% | $80,959-85.6% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.7%-3.4pp |
| Annual return | 15.78% | 18.10%-2.3pp | 27.16%-11.4pp | 35.67%-19.9pp |
| Employer contribution / active EE | $552 | $2,281-75.8% | $3,955-86.0% | $2,757-80.0% |
| Participant deferral / active EE | $1,312 | $4,406-70.2% | $6,280-79.1% | $4,300-69.5% |
| Admin fee / account holder | $286 | $7,160-96.0% | $10,428-97.3% | $6,925-95.9% |