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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 | $10,102 | $81,457-87.6% | $103,378-90.2% | $80,911-87.5% |
| Participation rate | 37.3% | 66.8%-29.6pp | 74.5%-37.3pp | 67.6%-30.4pp |
| Annual return | 17.02% | 25.58%-8.6pp | 24.91%-7.9pp | 35.63%-18.6pp |
| Employer contribution / active EE | $1,013 | $3,107-67.4% | $3,870-73.8% | $2,756-63.2% |
| Participant deferral / active EE | $1,519 | $3,871-60.8% | $5,058-70.0% | $4,297-64.6% |
| Admin fee / account holder | $17 | $6,717-99.7% | $8,401-99.8% | $6,935-99.8% |