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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 | $9,434 | $135,905-93.1% | $126,068-92.5% | $198,609-95.3% |
| Participation rate | 47.6% | 85.6%-38.0pp | 84.7%-37.1pp | 82.4%-34.8pp |
| Annual return | 18.65% | 14.07%+4.6pp | 15.01%+3.6pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,667 | $4,245-60.7% | $3,968-58.0% | $5,055-67.0% |
| Participant deferral / active EE | $1,918 | $8,523-77.5% | $8,214-76.7% | $6,977-72.5% |
| Admin fee / account holder | $70 | $21,036-99.7% | $18,264-99.6% | $19,030-99.6% |