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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 | $19,841 | $153,769-87.1% | $133,975-85.2% | $273,972-92.8% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.1%-62.1pp | 83.0%-58.0pp |
| Annual return | 29.38% | 36.51%-7.1pp | 29.29%+0.1pp | 41.46%-12.1pp |
| Employer contribution / active EE | $1,302 | $6,029-78.4% | $5,211-75.0% | $4,869-73.3% |
| Participant deferral / active EE | $1,628 | $6,958-76.6% | $6,282-74.1% | $5,287-69.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |