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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 | $14,237 | $60,349-76.4% | $74,184-80.8% | $62,881-77.4% |
| Participation rate | 48.0% | 72.7%-24.7pp | 76.6%-28.6pp | 69.3%-21.3pp |
| Annual return | 8.53% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $412 | $1,680-75.5% | $2,370-82.6% | $2,281-81.9% |
| Participant deferral / active EE | $933 | $2,856-67.3% | $3,550-73.7% | $3,203-70.9% |
| Admin fee / account holder | $205 | $4,261-95.2% | $5,586-96.3% | $4,296-95.2% |