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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 | $8,635 | $46,596-81.5% | $64,099-86.5% | $75,181-88.5% |
| Participation rate | 22.6% | 65.9%-43.4pp | 72.3%-49.7pp | 67.2%-44.6pp |
| Annual return | 18.23% | 26.04%-7.8pp | 33.70%-15.5pp | 160.69%-142.5pp |
| Employer contribution / active EE | $1,310 | $1,975-33.7% | $2,748-52.3% | $2,671-50.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $274 | $2,954-90.7% | $3,070-91.1% | $5,650-95.2% |