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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 | $12,952 | $72,607-82.2% | $90,259-85.6% | $87,485-85.2% |
| Participation rate | 37.5% | 64.8%-27.3pp | 70.7%-33.2pp | 68.9%-31.4pp |
| Annual return | 20.66% | 18.59%+2.1pp | 18.88%+1.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $624 | $1,919-67.5% | $2,291-72.8% | $2,596-76.0% |
| Participant deferral / active EE | $883 | $3,055-71.1% | $3,827-76.9% | $4,274-79.3% |
| Admin fee / account holder | $168 | $5,947-97.2% | $7,267-97.7% | $7,775-97.8% |