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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 | $21,540 | $135,905-84.2% | $126,068-82.9% | $198,609-89.2% |
| Participation rate | 50.0% | 85.6%-35.6pp | 84.7%-34.7pp | 82.4%-32.4pp |
| Annual return | 16.24% | 14.07%+2.2pp | 15.01%+1.2pp | 202.70%-186.5pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $985 | $8,523-88.4% | $8,214-88.0% | $6,977-85.9% |
| Admin fee / account holder | $231 | $21,036-98.9% | $18,264-98.7% | $19,030-98.8% |