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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 | $16,585 | $61,605-73.1% | $112,273-85.2% | $75,173-77.9% |
| Participation rate | 23.5% | 61.7%-38.2pp | 72.4%-48.9pp | 67.2%-43.7pp |
| Annual return | 17.30% | 28.47%-11.2pp | 30.23%-12.9pp | 160.72%-143.4pp |
| Employer contribution / active EE | $585 | $2,015-71.0% | $3,431-82.9% | $2,671-78.1% |
| Participant deferral / active EE | $758 | $3,108-75.6% | $4,800-84.2% | $4,126-81.6% |
| Admin fee / account holder | $288 | $4,862-94.1% | $7,752-96.3% | $5,651-94.9% |