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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 | $20,562 | $76,696-73.2% | $96,538-78.7% | $71,529-71.3% |
| Participation rate | 26.9% | 66.6%-39.6pp | 74.3%-47.4pp | 67.9%-41.0pp |
| Annual return | 19.13% | 48.32%-29.2pp | 35.74%-16.6pp | 28.97%-9.8pp |
| Employer contribution / active EE | $816 | $3,032-73.1% | $3,740-78.2% | $2,590-68.5% |
| Participant deferral / active EE | $1,642 | $3,770-56.4% | $4,880-66.4% | $4,291-61.7% |
| Admin fee / account holder | $148 | $2,030-92.7% | $6,737-97.8% | $1,588-90.7% |