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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 | $23,706 | $67,606-64.9% | $82,313-71.2% | $70,124-66.2% |
| Participation rate | 25.7% | 72.8%-47.1pp | 76.9%-51.2pp | 69.5%-43.8pp |
| Annual return | 20.62% | 21.57%-0.9pp | 25.88%-5.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $510 | $1,755-70.9% | $2,428-79.0% | $2,342-78.2% |
| Participant deferral / active EE | $1,241 | $2,987-58.5% | $3,706-66.5% | $3,332-62.8% |
| Admin fee / account holder | $252 | $4,512-94.4% | $5,608-95.5% | $4,645-94.6% |