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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 | $20,129 | $86,949-76.9% | $102,460-80.4% | $80,959-75.1% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.7%-15.5pp |
| Annual return | 16.24% | 18.89%-2.7pp | 29.47%-13.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $929 | $2,370-60.8% | $3,025-69.3% | $2,757-66.3% |
| Participant deferral / active EE | $1,361 | $4,121-67.0% | $5,056-73.1% | $4,300-68.3% |
| Admin fee / account holder | $291 | $8,048-96.4% | $9,460-96.9% | $6,925-95.8% |