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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 | $21,974 | $83,485-73.7% | $125,192-82.4% | $72,975-69.9% |
| Participation rate | 61.9% | 73.3%-11.4pp | 79.8%-17.9pp | 69.5%-7.6pp |
| Annual return | 26.90% | 25.77%+1.1pp | 43.79%-16.9pp | 81.01%-54.1pp |
| Employer contribution / active EE | $1,060 | $2,346-54.8% | $3,866-72.6% | $2,440-56.6% |
| Participant deferral / active EE | $1,238 | $3,586-65.5% | $4,937-74.9% | $3,608-65.7% |
| Admin fee / account holder | $259 | $5,518-95.3% | $9,704-97.3% | $5,124-94.9% |