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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 | $12,110 | $97,550-87.6% | $120,344-89.9% | $87,485-86.2% |
| Participation rate | 56.9% | 72.8%-16.0pp | 76.7%-19.8pp | 68.9%-12.1pp |
| Annual return | 24.53% | 18.41%+6.1pp | 20.30%+4.2pp | 26.06%-1.5pp |
| Employer contribution / active EE | $1,004 | $2,291-56.2% | $3,020-66.7% | $2,596-61.3% |
| Participant deferral / active EE | $1,597 | $4,230-62.3% | $5,135-68.9% | $4,274-62.6% |
| Admin fee / account holder | $176 | $9,543-98.2% | $12,742-98.6% | $7,775-97.7% |