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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 | $16,769 | $76,696-78.1% | $96,515-82.6% | $71,511-76.6% |
| Participation rate | 23.7% | 66.6%-42.9pp | 74.3%-50.7pp | 67.9%-44.3pp |
| Annual return | 30.28% | 48.32%-18.0pp | 35.73%-5.5pp | 28.86%+1.4pp |
| Employer contribution / active EE | $768 | $3,032-74.7% | $3,740-79.5% | $2,589-70.3% |
| Participant deferral / active EE | $1,239 | $3,770-67.1% | $4,880-74.6% | $4,291-71.1% |
| Admin fee / account holder | $132 | $2,030-93.5% | $6,735-98.0% | $1,588-91.7% |