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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 | $11,608 | $107,666-89.2% | $102,184-88.6% | $154,746-92.5% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 18.04% | 29.33%-11.3pp | 31.58%-13.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,099 | $3,846-71.4% | $3,594-69.4% | $4,379-74.9% |
| Participant deferral / active EE | $1,374 | $8,719-84.2% | $8,309-83.5% | $6,730-79.6% |
| Admin fee / account holder | $56 | $12,943-99.6% | $11,609-99.5% | $14,365-99.6% |