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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 | $15,217 | $72,273-78.9% | $101,275-85.0% | $79,856-80.9% |
| Participation rate | 20.0% | 68.5%-48.5pp | 75.8%-55.8pp | 69.6%-49.6pp |
| Annual return | 41.05% | 22.30%+18.8pp | 46.48%-5.4pp | 31.71%+9.3pp |
| Employer contribution / active EE | $680 | $2,691-74.7% | $3,660-81.4% | $2,471-72.5% |
| Participant deferral / active EE | $904 | $3,282-72.5% | $4,371-79.3% | $3,741-75.8% |
| Admin fee / account holder | $69 | $4,401-98.4% | $5,948-98.8% | $5,306-98.7% |