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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 | $22,441 | $167,415-86.6% | $140,514-84.0% | $198,609-88.7% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 19.57% | 13.85%+5.7pp | 14.36%+5.2pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,371 | $4,088-66.5% | $3,378-59.4% | $5,055-72.9% |
| Participant deferral / active EE | $2,044 | $5,579-63.4% | $4,919-58.4% | $6,977-70.7% |
| Admin fee / account holder | $260 | $16,730-98.4% | $13,697-98.1% | $19,030-98.6% |