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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 | $17,261 | $80,992-78.7% | $96,534-82.1% | $75,173-77.0% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 26.27% | 27.05%-0.8pp | 25.88%+0.4pp | 160.72%-134.4pp |
| Employer contribution / active EE | $2,199 | $2,283-3.7% | $2,965-25.9% | $2,671-17.7% |
| Participant deferral / active EE | $1,337 | $3,929-66.0% | $4,851-72.4% | $4,126-67.6% |
| Admin fee / account holder | $18 | $6,717-99.7% | $8,253-99.8% | $5,651-99.7% |