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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 | $26,609 | $71,523-62.8% | $98,461-73.0% | $71,511-62.8% |
| Participation rate | 28.3% | 72.7%-44.4pp | 75.2%-46.9pp | 67.9%-39.6pp |
| Annual return | 33.66% | 32.43%+1.2pp | 21.17%+12.5pp | 28.86%+4.8pp |
| Employer contribution / active EE | $904 | $2,399-62.3% | $3,049-70.4% | $2,589-65.1% |
| Participant deferral / active EE | $1,659 | $4,109-59.6% | $4,738-65.0% | $4,291-61.3% |
| Admin fee / account holder | $19 | $1,676-98.9% | $8,961-99.8% | $1,588-98.8% |