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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 | $19,827 | $69,977-71.7% | $108,582-81.7% | $62,881-68.5% |
| Participation rate | 69.1% | 72.9%-3.8pp | 79.6%-10.5pp | 69.3%-0.2pp |
| Annual return | 6.80% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,503 | $2,135-29.6% | $3,758-60.0% | $2,281-34.1% |
| Participant deferral / active EE | $1,207 | $3,165-61.9% | $4,311-72.0% | $3,203-62.3% |
| Admin fee / account holder | $140 | $5,076-97.2% | $7,645-98.2% | $4,296-96.7% |