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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 | $86,940-78.4% | $102,434-81.7% | $80,935-76.8% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 13.39% | 18.89%-5.5pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $942 | $2,370-60.2% | $3,023-68.8% | $2,757-65.8% |
| Participant deferral / active EE | $1,819 | $4,121-55.9% | $5,055-64.0% | $4,299-57.7% |
| Admin fee / account holder | $265 | $8,047-96.7% | $9,462-97.2% | $6,924-96.2% |