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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 | $22,298 | $135,956-83.6% | $123,894-82.0% | $273,972-91.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 5.64% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,458 | $5,170-71.8% | $4,617-68.4% | $4,869-70.0% |
| Participant deferral / active EE | $1,793 | $6,343-71.7% | $5,984-70.0% | $5,287-66.1% |
| Admin fee / account holder | $49 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |