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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 | $23,907 | $114,712-79.2% | $173,730-86.2% | $87,485-72.7% |
| Participation rate | 34.5% | 73.0%-38.5pp | 79.6%-45.1pp | 68.9%-34.4pp |
| Annual return | 19.26% | 20.18%-0.9pp | 19.96%-0.7pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,300 | $2,904-55.2% | $4,577-71.6% | $2,596-49.9% |
| Participant deferral / active EE | $1,301 | $4,642-72.0% | $6,326-79.4% | $4,274-69.5% |
| Admin fee / account holder | $151 | $10,210-98.5% | $17,523-99.1% | $7,775-98.1% |