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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 | $10,920 | $99,345-89.0% | $84,753-87.1% | $273,972-96.0% |
| Participation rate | 60.9% | 80.7%-19.8pp | 76.6%-15.7pp | 83.0%-22.1pp |
| Annual return | 3.47% | 22.93%-19.5pp | 22.78%-19.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,167 | $4,214-48.6% | $3,574-39.4% | $4,869-55.5% |
| Participant deferral / active EE | $665 | $4,270-84.4% | $3,712-82.1% | $5,287-87.4% |
| Admin fee / account holder | $124 | $6,645-98.1% | $5,333-97.7% | $10,133-98.8% |