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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 | $16,372 | $67,602-75.8% | $82,312-80.1% | $70,126-76.7% |
| Participation rate | 23.5% | 72.8%-49.2pp | 76.9%-53.4pp | 69.5%-46.0pp |
| Annual return | 21.67% | 21.57%+0.1pp | 25.88%-4.2pp | 73.15%-51.5pp |
| Employer contribution / active EE | $605 | $1,755-65.5% | $2,428-75.1% | $2,343-74.2% |
| Participant deferral / active EE | $944 | $2,987-68.4% | $3,706-74.5% | $3,332-71.7% |
| Admin fee / account holder | $171 | $4,512-96.2% | $5,608-96.9% | $4,645-96.3% |