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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 | $16,113 | $76,834-79.0% | $108,359-85.1% | $87,485-81.6% |
| Participation rate | 20.0% | 61.7%-41.7pp | 70.1%-50.1pp | 68.9%-48.9pp |
| Annual return | 21.00% | 19.09%+1.9pp | 36.89%-15.9pp | 26.06%-5.1pp |
| Employer contribution / active EE | $346 | $1,556-77.8% | $2,399-85.6% | $2,596-86.7% |
| Participant deferral / active EE | $427 | $3,100-86.2% | $4,137-89.7% | $4,274-90.0% |
| Admin fee / account holder | $93 | $6,537-98.6% | $9,741-99.0% | $7,775-98.8% |