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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 | $95,453-87.3% | $112,040-89.2% | $82,448-85.3% |
| Participation rate | 56.9% | 72.8%-15.9pp | 76.5%-19.6pp | 68.1%-11.2pp |
| Annual return | 24.53% | 23.92%+0.6pp | 24.52%0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $1,004 | $2,318-56.7% | $2,954-66.0% | $2,551-60.6% |
| Participant deferral / active EE | $1,597 | $4,224-62.2% | $5,098-68.7% | $4,139-61.4% |
| Admin fee / account holder | $176 | $9,013-98.1% | $12,098-98.5% | $7,234-97.6% |