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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 | $15,700 | $153,769-89.8% | $133,975-88.3% | $273,972-94.3% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.1%-25.5pp | 83.0%-21.5pp |
| Annual return | 9.99% | 36.51%-26.5pp | 29.29%-19.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,309 | $6,029-78.3% | $5,211-74.9% | $4,869-73.1% |
| Participant deferral / active EE | $2,376 | $6,958-65.9% | $6,282-62.2% | $5,287-55.1% |
| Admin fee / account holder | $289 | $11,765-97.5% | $9,324-96.9% | $10,133-97.1% |