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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 | $23,521 | $72,492-67.6% | $87,104-73.0% | $72,975-67.8% |
| Participation rate | 47.1% | 72.8%-25.8pp | 76.9%-29.8pp | 69.5%-22.4pp |
| Annual return | 20.46% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.5pp |
| Employer contribution / active EE | $651 | $1,894-65.6% | $2,521-74.2% | $2,440-73.3% |
| Participant deferral / active EE | $770 | $3,270-76.4% | $4,048-81.0% | $3,608-78.7% |
| Admin fee / account holder | $64 | $5,055-98.7% | $7,491-99.1% | $5,124-98.8% |