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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 | $18,771 | $60,349-68.9% | $74,184-74.7% | $62,881-70.1% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 6.72% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $392 | $1,680-76.7% | $2,370-83.5% | $2,281-82.8% |
| Participant deferral / active EE | $1,109 | $2,856-61.2% | $3,550-68.8% | $3,203-65.4% |
| Admin fee / account holder | $136 | $4,261-96.8% | $5,586-97.6% | $4,296-96.8% |