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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 | $14,004 | $86,940-83.9% | $102,434-86.3% | $80,935-82.7% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.7%-8.3pp |
| Annual return | 14.27% | 18.89%-4.6pp | 29.46%-15.2pp | 35.66%-21.4pp |
| Employer contribution / active EE | $960 | $2,370-59.5% | $3,023-68.2% | $2,757-65.2% |
| Participant deferral / active EE | $1,302 | $4,121-68.4% | $5,055-74.2% | $4,299-69.7% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |