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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 | $10,747 | $72,269-85.1% | $101,271-89.4% | $79,852-86.5% |
| Participation rate | 62.8% | 68.5%-5.7pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 17.97% | 22.29%-4.3pp | 46.48%-28.5pp | 31.72%-13.8pp |
| Employer contribution / active EE | $700 | $2,692-74.0% | $3,660-80.9% | $2,471-71.7% |
| Participant deferral / active EE | $1,203 | $3,282-63.3% | $4,371-72.5% | $3,740-67.8% |
| Admin fee / account holder | $120 | $4,401-97.3% | $5,948-98.0% | $5,306-97.7% |