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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 | $15,287 | $72,273-78.8% | $101,275-84.9% | $79,856-80.9% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 20.33% | 22.30%-2.0pp | 46.48%-26.1pp | 31.71%-11.4pp |
| Employer contribution / active EE | $634 | $2,691-76.4% | $3,660-82.7% | $2,471-74.3% |
| Participant deferral / active EE | $1,090 | $3,282-66.8% | $4,371-75.1% | $3,741-70.9% |
| Admin fee / account holder | $221 | $4,401-95.0% | $5,948-96.3% | $5,306-95.8% |