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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 | $20,928 | $127,386-83.6% | $115,037-81.8% | $125,388-83.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.31% | 31.28%-31.6pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $5,651 | $5,166+9.4% | $4,608+22.6% | $4,866+16.1% |
| Participant deferral / active EE | $1,916 | $6,423-70.2% | $6,026-68.2% | $5,352-64.2% |
| Admin fee / account holder | $77 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |