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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 | $15,127 | $91,439-83.5% | $135,974-88.9% | $71,511-78.8% |
| Participation rate | 22.0% | 75.7%-53.6pp | 81.9%-59.9pp | 67.9%-45.9pp |
| Annual return | 27.84% | 29.90%-2.1pp | 68.30%-40.5pp | 28.86%-1.0pp |
| Employer contribution / active EE | $978 | $3,705-73.6% | $4,859-79.9% | $2,589-62.2% |
| Participant deferral / active EE | $1,659 | $7,093-76.6% | $7,760-78.6% | $4,291-61.3% |
| Admin fee / account holder | $252 | $1,267-80.1% | $10,767-97.7% | $1,588-84.2% |