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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 | $14,403 | $41,377-65.2% | $109,313-86.8% | $62,881-77.1% |
| Participation rate | 20.3% | 57.5%-37.2pp | 71.3%-50.9pp | 69.3%-49.0pp |
| Annual return | 7.12% | 11.05%-3.9pp | 22.07%-15.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $216 | $1,276-83.0% | $3,892-94.4% | $2,281-90.5% |
| Participant deferral / active EE | $253 | $2,045-87.6% | $3,166-92.0% | $3,203-92.1% |
| Admin fee / account holder | $134 | $2,884-95.3% | $5,666-97.6% | $4,296-96.9% |