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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 | $18,762 | $86,919-78.4% | $102,457-81.7% | $80,911-76.8% |
| Participation rate | 33.3% | 72.4%-39.0pp | 76.5%-43.2pp | 67.6%-34.3pp |
| Annual return | 13.39% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $942 | $2,368-60.2% | $3,022-68.8% | $2,756-65.8% |
| Participant deferral / active EE | $1,819 | $4,119-55.8% | $5,054-64.0% | $4,297-57.7% |
| Admin fee / account holder | $265 | $8,049-96.7% | $9,451-97.2% | $6,935-96.2% |