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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 | $33,575 | $177,595-81.1% | $148,496-77.4% | $198,609-83.1% |
| Participation rate | 47.8% | 79.3%-31.4pp | 76.0%-28.2pp | 82.4%-34.6pp |
| Annual return | 16.10% | 9.97%+6.1pp | 12.33%+3.8pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,024 | $4,098-75.0% | $3,497-70.7% | $5,055-79.7% |
| Participant deferral / active EE | $1,258 | $5,539-77.3% | $4,808-73.8% | $6,977-82.0% |
| Admin fee / account holder | $17 | $27,010-99.9% | $19,547-99.9% | $19,030-99.9% |