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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 | $18,159 | $72,269-74.9% | $101,271-82.1% | $79,852-77.3% |
| Participation rate | 25.9% | 68.5%-42.5pp | 75.8%-49.9pp | 69.6%-43.7pp |
| Annual return | 18.91% | 22.29%-3.4pp | 46.48%-27.6pp | 31.72%-12.8pp |
| Employer contribution / active EE | $647 | $2,692-76.0% | $3,660-82.3% | $2,471-73.8% |
| Participant deferral / active EE | $1,243 | $3,282-62.1% | $4,371-71.6% | $3,740-66.8% |
| Admin fee / account holder | $231 | $4,401-94.8% | $5,948-96.1% | $5,306-95.6% |