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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 | $11,047 | $93,598-88.2% | $135,974-91.9% | $75,173-85.3% |
| Participation rate | 62.2% | 75.2%-13.0pp | 81.9%-19.8pp | 67.2%-5.0pp |
| Annual return | 24.23% | 30.89%-6.7pp | 68.30%-44.1pp | 160.72%-136.5pp |
| Employer contribution / active EE | $1,215 | $3,538-65.7% | $4,859-75.0% | $2,671-54.5% |
| Participant deferral / active EE | $1,655 | $6,405-74.2% | $7,760-78.7% | $4,126-59.9% |
| Admin fee / account holder | $182 | $6,978-97.4% | $10,767-98.3% | $5,651-96.8% |