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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 | $16,828 | $181,896-90.7% | $156,551-89.3% | $273,972-93.9% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 12.37% | 30.74%-18.4pp | 32.23%-19.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,945 | $6,248-68.9% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $1,043 | $5,550-81.2% | $4,871-78.6% | $5,287-80.3% |
| Admin fee / account holder | $12 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |