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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 | $12,921 | $71,353-81.9% | $92,805-86.1% | $86,983-85.1% |
| Participation rate | 53.3% | 80.9%-27.5pp | 83.5%-30.2pp | 69.5%-16.2pp |
| Annual return | 19.38% | 44.68%-25.3pp | 31.59%-12.2pp | 25.83%-6.5pp |
| Employer contribution / active EE | $466 | $2,468-81.1% | $3,424-86.4% | $2,584-82.0% |
| Participant deferral / active EE | $703 | $6,966-89.9% | $8,448-91.7% | $4,194-83.2% |
| Admin fee / account holder | $244 | $6,099-96.0% | $10,911-97.8% | $7,856-96.9% |