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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 | $15,349 | $106,524-85.6% | $152,301-89.9% | $87,485-82.5% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.4%-27.3pp | 68.9%-13.8pp |
| Annual return | 23.50% | 26.89%-3.4pp | 80.50%-57.0pp | 26.06%-2.6pp |
| Employer contribution / active EE | $1,433 | $3,371-57.5% | $4,624-69.0% | $2,596-44.8% |
| Participant deferral / active EE | $2,105 | $6,525-67.7% | $8,004-73.7% | $4,274-50.7% |
| Admin fee / account holder | $195 | $8,287-97.6% | $14,398-98.6% | $7,775-97.5% |