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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 | $23,152 | $153,769-84.9% | $133,975-82.7% | $273,972-91.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 8.35% | 36.51%-28.2pp | 29.29%-20.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,354 | $6,029-77.5% | $5,211-74.0% | $4,869-72.2% |
| Participant deferral / active EE | $2,256 | $6,958-67.6% | $6,282-64.1% | $5,287-57.3% |
| Admin fee / account holder | $105 | $11,765-99.1% | $9,324-98.9% | $10,133-99.0% |