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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 | $15,918 | $127,386-87.5% | $115,037-86.2% | $125,388-87.3% |
| Participation rate | 35.3% | 84.2%-48.9pp | 81.4%-46.1pp | 83.2%-47.9pp |
| Annual return | -2.26% | 31.28%-33.5pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,196 | $5,166-76.8% | $4,608-74.0% | $4,866-75.4% |
| Participant deferral / active EE | $1,867 | $6,423-70.9% | $6,026-69.0% | $5,352-65.1% |
| Admin fee / account holder | $275 | $9,516-97.1% | $8,175-96.6% | $9,541-97.1% |