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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 | $22,030 | $106,749-79.4% | $145,433-84.9% | $82,448-73.3% |
| Participation rate | 51.6% | 75.6%-24.0pp | 82.1%-30.5pp | 68.1%-16.5pp |
| Annual return | 21.24% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,009 | $3,444-70.7% | $4,554-77.9% | $2,551-60.5% |
| Participant deferral / active EE | $1,891 | $6,519-71.0% | $7,897-76.1% | $4,139-54.3% |
| Admin fee / account holder | $36 | $8,390-99.6% | $13,129-99.7% | $7,234-99.5% |