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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 | $10,423 | $76,551-86.4% | $123,894-91.6% | $62,881-83.4% |
| Participation rate | 51.3% | 73.0%-21.7pp | 81.4%-30.1pp | 69.3%-18.0pp |
| Annual return | 12.97% | 18.68%-5.7pp | 47.52%-34.5pp | 20.14%-7.2pp |
| Employer contribution / active EE | $955 | $2,882-66.9% | $4,617-79.3% | $2,281-58.1% |
| Participant deferral / active EE | $1,891 | $4,840-60.9% | $5,984-68.4% | $3,203-40.9% |
| Admin fee / account holder | $43 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |