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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 | $11,782 | $93,598-87.4% | $135,974-91.3% | $75,173-84.3% |
| Participation rate | 54.8% | 75.2%-20.4pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 18.23% | 30.89%-12.7pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,476 | $3,538-58.3% | $4,859-69.6% | $2,671-44.7% |
| Participant deferral / active EE | $1,809 | $6,405-71.8% | $7,760-76.7% | $4,126-56.2% |
| Admin fee / account holder | $125 | $6,978-98.2% | $10,767-98.8% | $5,651-97.8% |