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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 | $19,435 | $81,504-76.2% | $102,437-81.0% | $80,959-76.0% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 14.52% | 25.60%-11.1pp | 24.95%-10.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $954 | $3,104-69.3% | $3,871-75.4% | $2,757-65.4% |
| Participant deferral / active EE | $1,468 | $3,871-62.1% | $5,060-71.0% | $4,300-65.9% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |