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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 | $106,864-80.4% | $147,318-85.8% | $82,637-74.7% |
| Participation rate | 13.6% | 75.5%-61.9pp | 82.1%-68.4pp | 68.1%-54.4pp |
| Annual return | 26.84% | 27.49%-0.7pp | 70.43%-43.6pp | 53.51%-26.7pp |
| Employer contribution / active EE | $915 | $3,417-73.2% | $4,593-80.1% | $2,552-64.2% |
| Participant deferral / active EE | $1,787 | $6,496-72.5% | $7,906-77.4% | $4,126-56.7% |
| Admin fee / account holder | $157 | $8,415-98.1% | $13,708-98.9% | $7,339-97.9% |