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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 | $12,368 | $67,602-81.7% | $82,312-85.0% | $70,126-82.4% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 21.18% | 21.57%-0.4pp | 25.88%-4.7pp | 73.15%-52.0pp |
| Employer contribution / active EE | $560 | $1,755-68.1% | $2,428-76.9% | $2,343-76.1% |
| Participant deferral / active EE | $1,341 | $2,987-55.1% | $3,706-63.8% | $3,332-59.8% |
| Admin fee / account holder | $144 | $4,512-96.8% | $5,608-97.4% | $4,645-96.9% |