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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 | $11,014 | $72,273-84.8% | $101,275-89.1% | $79,856-86.2% |
| Participation rate | 36.7% | 68.5%-31.8pp | 75.8%-39.1pp | 69.6%-33.0pp |
| Annual return | 27.62% | 22.30%+5.3pp | 46.48%-18.9pp | 31.71%-4.1pp |
| Employer contribution / active EE | $806 | $2,691-70.1% | $3,660-78.0% | $2,471-67.4% |
| Participant deferral / active EE | $1,338 | $3,282-59.2% | $4,371-69.4% | $3,741-64.2% |
| Admin fee / account holder | $73 | $4,401-98.3% | $5,948-98.8% | $5,306-98.6% |