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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 | $11,843 | $93,057-87.3% | $153,500-92.3% | $80,925-85.4% |
| Participation rate | 36.0% | 69.0%-33.0pp | 77.1%-41.1pp | 67.7%-31.7pp |
| Annual return | 15.56% | 19.96%-4.4pp | 15.70%-0.1pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,244 | $3,507-64.5% | $5,039-75.3% | $2,756-54.9% |
| Participant deferral / active EE | $1,244 | $5,179-76.0% | $6,756-81.6% | $4,299-71.1% |
| Admin fee / account holder | $183 | $8,885-97.9% | $12,736-98.6% | $6,940-97.4% |