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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 | $23,044 | $60,349-61.8% | $74,184-68.9% | $62,881-63.4% |
| Participation rate | 68.6% | 72.7%-4.2pp | 76.6%-8.0pp | 69.3%-0.7pp |
| Annual return | 7.93% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $975 | $1,680-42.0% | $2,370-58.8% | $2,281-57.2% |
| Participant deferral / active EE | $723 | $2,856-74.7% | $3,550-79.6% | $3,203-77.4% |
| Admin fee / account holder | $292 | $4,261-93.2% | $5,586-94.8% | $4,296-93.2% |