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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 | $8,477 | $60,349-86.0% | $74,184-88.6% | $62,881-86.5% |
| Participation rate | 41.3% | 72.7%-31.5pp | 76.6%-35.4pp | 69.3%-28.1pp |
| Annual return | 14.87% | 21.38%-6.5pp | 17.74%-2.9pp | 20.14%-5.3pp |
| Employer contribution / active EE | $526 | $1,680-68.7% | $2,370-77.8% | $2,281-76.9% |
| Participant deferral / active EE | $1,015 | $2,856-64.5% | $3,550-71.4% | $3,203-68.3% |
| Admin fee / account holder | $27 | $4,261-99.4% | $5,586-99.5% | $4,296-99.4% |