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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 | $100,194-87.9% | $122,979-90.2% | $86,983-86.1% |
| Participation rate | 56.9% | 73.0%-16.1pp | 77.2%-20.3pp | 69.5%-12.7pp |
| Annual return | 24.53% | 16.47%+8.1pp | 20.12%+4.4pp | 25.83%-1.3pp |
| Employer contribution / active EE | $1,004 | $2,326-56.8% | $3,062-67.2% | $2,584-61.1% |
| Participant deferral / active EE | $1,597 | $4,133-61.4% | $5,003-68.1% | $4,194-61.9% |
| Admin fee / account holder | $176 | $10,148-98.3% | $12,864-98.6% | $7,856-97.8% |