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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 | $12,329 | $100,194-87.7% | $122,979-90.0% | $86,983-85.8% |
| Participation rate | 57.1% | 73.0%-15.8pp | 77.2%-20.0pp | 69.5%-12.4pp |
| Annual return | 18.87% | 16.47%+2.4pp | 20.12%-1.2pp | 25.83%-7.0pp |
| Employer contribution / active EE | $1,175 | $2,326-49.5% | $3,062-61.6% | $2,584-54.5% |
| Participant deferral / active EE | $1,769 | $4,133-57.2% | $5,003-64.6% | $4,194-57.8% |
| Admin fee / account holder | $253 | $10,148-97.5% | $12,864-98.0% | $7,856-96.8% |