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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 | $10,819 | $75,963-85.8% | $97,995-89.0% | $70,126-84.6% |
| Participation rate | 48.1% | 77.0%-28.9pp | 82.4%-34.3pp | 69.5%-21.4pp |
| Annual return | 23.31% | 19.26%+4.1pp | 23.94%-0.6pp | 73.15%-49.8pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,133 | $4,053-72.1% | $5,097-77.8% | $3,332-66.0% |
| Admin fee / account holder | $227 | $5,407-95.8% | $5,943-96.2% | $4,645-95.1% |