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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 | $17,996 | $99,875-82.0% | $146,866-87.7% | $86,983-79.3% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.5%-54.5pp | 69.5%-41.5pp |
| Annual return | 28.44% | 28.10%+0.3pp | 102.85%-74.4pp | 25.83%+2.6pp |
| Employer contribution / active EE | $718 | $3,224-77.7% | $4,425-83.8% | $2,584-72.2% |
| Participant deferral / active EE | $1,740 | $6,322-72.5% | $7,759-77.6% | $4,194-58.5% |
| Admin fee / account holder | $31 | $7,838-99.6% | $13,620-99.8% | $7,856-99.6% |