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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 | $27,646 | $86,919-68.2% | $102,457-73.0% | $80,911-65.8% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.6%-30.1pp |
| Annual return | 16.50% | 18.90%-2.4pp | 29.41%-12.9pp | 35.63%-19.1pp |
| Employer contribution / active EE | $831 | $2,368-64.9% | $3,022-72.5% | $2,756-69.8% |
| Participant deferral / active EE | $1,662 | $4,119-59.7% | $5,054-67.1% | $4,297-61.3% |
| Admin fee / account holder | $182 | $8,049-97.7% | $9,451-98.1% | $6,935-97.4% |