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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 | $95,404-87.1% | $113,397-89.1% | $82,637-85.1% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.5%-19.4pp | 68.1%-10.9pp |
| Annual return | 18.87% | 19.08%-0.2pp | 23.20%-4.3pp | 53.51%-34.6pp |
| Employer contribution / active EE | $1,175 | $2,307-49.1% | $2,977-60.5% | $2,552-54.0% |
| Participant deferral / active EE | $1,769 | $4,220-58.1% | $5,076-65.1% | $4,126-57.1% |
| Admin fee / account holder | $253 | $9,168-97.2% | $11,957-97.9% | $7,339-96.5% |