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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 | $14,929 | $72,273-79.3% | $101,275-85.3% | $79,856-81.3% |
| Participation rate | 64.8% | 68.5%-3.6pp | 75.8%-11.0pp | 69.6%-4.8pp |
| Annual return | 19.04% | 22.30%-3.3pp | 46.48%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,014 | $2,691-62.3% | $3,660-72.3% | $2,471-59.0% |
| Participant deferral / active EE | $1,257 | $3,282-61.7% | $4,371-71.2% | $3,741-66.4% |
| Admin fee / account holder | $269 | $4,401-93.9% | $5,948-95.5% | $5,306-94.9% |