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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 | $10,800 | $76,367-85.9% | $93,614-88.5% | $72,983-85.2% |
| Participation rate | 39.4% | 71.7%-32.4pp | 75.8%-36.4pp | 69.5%-30.1pp |
| Annual return | 24.58% | 25.82%-1.2pp | 32.76%-8.2pp | 81.01%-56.4pp |
| Employer contribution / active EE | $682 | $2,275-70.0% | $2,718-74.9% | $2,440-72.1% |
| Participant deferral / active EE | $947 | $3,538-73.2% | $4,069-76.7% | $3,608-73.7% |
| Admin fee / account holder | $77 | $6,838-98.9% | $7,889-99.0% | $5,124-98.5% |