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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 | $7,738 | $60,349-87.2% | $74,184-89.6% | $62,881-87.7% |
| Participation rate | 23.6% | 72.7%-49.1pp | 76.6%-53.0pp | 69.3%-45.7pp |
| Annual return | 15.37% | 21.38%-6.0pp | 17.74%-2.4pp | 20.14%-4.8pp |
| Employer contribution / active EE | $451 | $1,680-73.2% | $2,370-81.0% | $2,281-80.2% |
| Participant deferral / active EE | $897 | $2,856-68.6% | $3,550-74.7% | $3,203-72.0% |
| Admin fee / account holder | $55 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |