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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 | $12,838 | $82,882-84.5% | $127,803-90.0% | $72,983-82.4% |
| Participation rate | 61.3% | 71.5%-10.2pp | 79.0%-17.7pp | 69.5%-8.2pp |
| Annual return | 21.07% | 32.20%-11.1pp | 26.14%-5.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $994 | $3,346-70.3% | $4,576-78.3% | $2,440-59.3% |
| Participant deferral / active EE | $1,117 | $4,791-76.7% | $6,023-81.5% | $3,608-69.0% |
| Admin fee / account holder | $93 | $6,487-98.6% | $9,399-99.0% | $5,124-98.2% |