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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 | $20,913 | $106,749-80.4% | $145,433-85.6% | $82,448-74.6% |
| Participation rate | 13.6% | 75.6%-62.0pp | 82.1%-68.5pp | 68.1%-54.4pp |
| Annual return | 26.84% | 27.59%-0.8pp | 66.58%-39.7pp | 41.64%-14.8pp |
| Employer contribution / active EE | $915 | $3,444-73.4% | $4,554-79.9% | $2,551-64.1% |
| Participant deferral / active EE | $1,787 | $6,519-72.6% | $7,897-77.4% | $4,139-56.8% |
| Admin fee / account holder | $157 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |