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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 | $16,721 | $64,359-74.0% | $90,161-81.5% | $70,126-76.2% |
| Participation rate | 66.1% | 70.4%-4.3pp | 76.9%-10.8pp | 69.5%-3.4pp |
| Annual return | 15.82% | 28.13%-12.3pp | 34.89%-19.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $954 | $2,046-53.4% | $3,318-71.3% | $2,343-59.3% |
| Participant deferral / active EE | $1,337 | $4,389-69.5% | $5,287-74.7% | $3,332-59.9% |
| Admin fee / account holder | $117 | $3,945-97.0% | $5,943-98.0% | $4,645-97.5% |