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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 | $11,411 | $60,349-81.1% | $74,184-84.6% | $62,881-81.9% |
| Participation rate | 40.0% | 72.7%-32.7pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 14.44% | 21.38%-6.9pp | 17.74%-3.3pp | 20.14%-5.7pp |
| Employer contribution / active EE | $448 | $1,680-73.3% | $2,370-81.1% | $2,281-80.4% |
| Participant deferral / active EE | $1,121 | $2,856-60.8% | $3,550-68.4% | $3,203-65.0% |
| Admin fee / account holder | $69 | $4,261-98.4% | $5,586-98.8% | $4,296-98.4% |