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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 | $106,524-79.3% | $152,301-85.5% | $87,485-74.8% |
| Participation rate | 51.6% | 75.8%-24.1pp | 82.4%-30.8pp | 68.9%-17.3pp |
| Annual return | 21.24% | 26.89%-5.6pp | 80.50%-59.3pp | 26.06%-4.8pp |
| Employer contribution / active EE | $1,009 | $3,371-70.1% | $4,624-78.2% | $2,596-61.2% |
| Participant deferral / active EE | $1,891 | $6,525-71.0% | $8,004-76.4% | $4,274-55.8% |
| Admin fee / account holder | $36 | $8,287-99.6% | $14,398-99.8% | $7,775-99.5% |