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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 | $28,851 | $153,769-81.2% | $133,975-78.5% | $273,972-89.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 11.47% | 36.51%-25.0pp | 29.29%-17.8pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,610 | $6,029-73.3% | $5,211-69.1% | $4,869-66.9% |
| Participant deferral / active EE | $2,394 | $6,958-65.6% | $6,282-61.9% | $5,287-54.7% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |