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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 | $17,526 | $145,431-87.9% | $211,142-91.7% | $87,485-80.0% |
| Participation rate | 69.8% | 84.7%-15.0pp | 87.3%-17.5pp | 68.9%+0.8pp |
| Annual return | 25.06% | 27.21%-2.1pp | 46.84%-21.8pp | 26.06%-1.0pp |
| Employer contribution / active EE | $1,683 | $4,662-63.9% | $6,442-73.9% | $2,596-35.2% |
| Participant deferral / active EE | $3,022 | $6,859-55.9% | $9,284-67.4% | $4,274-29.3% |
| Admin fee / account holder | $100 | $17,052-99.4% | $19,076-99.5% | $7,775-98.7% |