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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 | $7,789 | $78,520-90.1% | $96,576-91.9% | $82,448-90.6% |
| Participation rate | 54.1% | 77.7%-23.7pp | 81.4%-27.4pp | 68.1%-14.0pp |
| Annual return | 20.45% | 41.30%-20.9pp | 38.47%-18.0pp | 41.64%-21.2pp |
| Employer contribution / active EE | $452 | $2,630-82.8% | $3,553-87.3% | $2,551-82.3% |
| Participant deferral / active EE | $763 | $6,754-88.7% | $7,956-90.4% | $4,139-81.6% |
| Admin fee / account holder | $274 | $13,455-98.0% | $11,381-97.6% | $7,234-96.2% |