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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 | $15,612 | $65,246-76.1% | $98,716-84.2% | $67,986-77.0% |
| Participation rate | 27.7% | 51.4%-23.7pp | 69.3%-41.6pp | 57.2%-29.5pp |
| Annual return | 20.95% | 20.58%+0.4pp | 31.81%-10.9pp | 31.67%-10.7pp |
| Employer contribution / active EE | $534 | $1,042-48.8% | $2,279-76.6% | $2,019-73.5% |
| Participant deferral / active EE | $971 | $2,594-62.6% | $4,048-76.0% | $3,358-71.1% |
| Admin fee / account holder | $115 | $4,561-97.5% | $8,703-98.7% | $3,203-96.4% |