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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 | $17,999 | $67,606-73.4% | $82,313-78.1% | $70,124-74.3% |
| Participation rate | 36.1% | 72.8%-36.7pp | 76.9%-40.8pp | 69.5%-33.4pp |
| Annual return | 12.24% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $667 | $1,755-62.0% | $2,428-72.5% | $2,342-71.5% |
| Participant deferral / active EE | $948 | $2,987-68.3% | $3,706-74.4% | $3,332-71.6% |
| Admin fee / account holder | $7 | $4,512-99.8% | $5,608-99.9% | $4,645-99.8% |