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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 | $108,825-78.0% | $156,181-84.7% | $82,448-71.0% |
| Participation rate | 34.5% | 72.4%-37.9pp | 78.8%-44.3pp | 68.1%-33.6pp |
| Annual return | 19.26% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,300 | $2,870-54.7% | $4,294-69.7% | $2,551-49.0% |
| Participant deferral / active EE | $1,301 | $4,577-71.6% | $6,132-78.8% | $4,139-68.6% |
| Admin fee / account holder | $151 | $9,341-98.4% | $14,586-99.0% | $7,234-97.9% |