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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 | $14,387 | $76,551-81.2% | $123,894-88.4% | $62,881-77.1% |
| Participation rate | 32.6% | 73.0%-40.4pp | 81.4%-48.9pp | 69.3%-36.7pp |
| Annual return | 13.62% | 18.68%-5.1pp | 47.52%-33.9pp | 20.14%-6.5pp |
| Employer contribution / active EE | $789 | $2,882-72.6% | $4,617-82.9% | $2,281-65.4% |
| Participant deferral / active EE | $1,588 | $4,840-67.2% | $5,984-73.5% | $3,203-50.4% |
| Admin fee / account holder | $145 | $4,826-97.0% | $8,357-98.3% | $4,296-96.6% |