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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 | $20,407 | $81,487-75.0% | $102,412-80.1% | $80,935-74.8% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.7%-42.7pp |
| Annual return | 14.11% | 25.60%-11.5pp | 24.94%-10.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $992 | $3,103-68.0% | $3,870-74.4% | $2,757-64.0% |
| Participant deferral / active EE | $1,291 | $3,871-66.7% | $5,060-74.5% | $4,299-70.0% |
| Admin fee / account holder | $29 | $6,717-99.6% | $8,388-99.7% | $6,924-99.6% |