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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 | $95,453-87.1% | $112,040-89.0% | $82,448-85.0% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 18.87% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,175 | $2,318-49.3% | $2,954-60.2% | $2,551-53.9% |
| Participant deferral / active EE | $1,769 | $4,224-58.1% | $5,098-65.3% | $4,139-57.3% |
| Admin fee / account holder | $253 | $9,013-97.2% | $12,098-97.9% | $7,234-96.5% |