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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 | $18,010 | $76,551-76.5% | $123,894-85.5% | $62,881-71.4% |
| Participation rate | 25.6% | 73.0%-47.3pp | 81.4%-55.8pp | 69.3%-43.7pp |
| Annual return | 6.58% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $539 | $2,882-81.3% | $4,617-88.3% | $2,281-76.4% |
| Participant deferral / active EE | $647 | $4,840-86.6% | $5,984-89.2% | $3,203-79.8% |
| Admin fee / account holder | $55 | $4,826-98.9% | $8,357-99.3% | $4,296-98.7% |