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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 | $5,564 | $124,425-95.5% | $112,040-95.0% | $137,256-95.9% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.5%-22.6pp | 80.0%-26.1pp |
| Annual return | 25.28% | 24.72%+0.6pp | 24.52%+0.8pp | 220.34%-195.1pp |
| Employer contribution / active EE | $993 | $3,411-70.9% | $2,954-66.4% | $4,156-76.1% |
| Participant deferral / active EE | $1,754 | $5,718-69.3% | $5,098-65.6% | $6,407-72.6% |
| Admin fee / account holder | $146 | $15,207-99.0% | $12,098-98.8% | $12,270-98.8% |