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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 | $15,377 | $60,349-74.5% | $74,184-79.3% | $62,881-75.5% |
| Participation rate | 31.8% | 72.7%-40.9pp | 76.6%-44.8pp | 69.3%-37.5pp |
| Annual return | 6.70% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $370 | $1,680-78.0% | $2,370-84.4% | $2,281-83.8% |
| Participant deferral / active EE | $544 | $2,856-80.9% | $3,550-84.7% | $3,203-83.0% |
| Admin fee / account holder | $146 | $4,261-96.6% | $5,586-97.4% | $4,296-96.6% |