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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 | $21,164 | $106,524-80.1% | $152,301-86.1% | $87,485-75.8% |
| Participation rate | 61.1% | 75.8%-14.6pp | 82.4%-21.3pp | 68.9%-7.8pp |
| Annual return | 18.26% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,299 | $3,371-61.5% | $4,624-71.9% | $2,596-50.0% |
| Participant deferral / active EE | $2,342 | $6,525-64.1% | $8,004-70.7% | $4,274-45.2% |
| Admin fee / account holder | $212 | $8,287-97.4% | $14,398-98.5% | $7,775-97.3% |