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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 | $17,996 | $106,749-83.1% | $145,433-87.6% | $82,448-78.2% |
| Participation rate | 28.0% | 75.6%-47.6pp | 82.1%-54.1pp | 68.1%-40.1pp |
| Annual return | 28.44% | 27.59%+0.9pp | 66.58%-38.1pp | 41.64%-13.2pp |
| Employer contribution / active EE | $718 | $3,444-79.2% | $4,554-84.2% | $2,551-71.9% |
| Participant deferral / active EE | $1,740 | $6,519-73.3% | $7,897-78.0% | $4,139-58.0% |
| Admin fee / account holder | $31 | $8,390-99.6% | $13,129-99.8% | $7,234-99.6% |