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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 | $86,330-85.0% | $121,871-89.4% | $94,015-86.2% |
| Participation rate | 37.5% | 66.7%-29.2pp | 73.2%-35.7pp | 70.8%-33.3pp |
| Annual return | 20.66% | 14.95%+5.7pp | 13.57%+7.1pp | 17.84%+2.8pp |
| Employer contribution / active EE | $624 | $2,292-72.8% | $2,731-77.2% | $2,790-77.7% |
| Participant deferral / active EE | $883 | $3,146-71.9% | $4,318-79.6% | $4,249-79.2% |
| Admin fee / account holder | $168 | $7,346-97.7% | $11,551-98.5% | $8,951-98.1% |