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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 | $15,910 | $93,617-83.0% | $135,982-88.3% | $75,177-78.8% |
| Participation rate | 35.1% | 75.2%-40.1pp | 81.9%-46.8pp | 67.2%-32.1pp |
| Annual return | 22.06% | 30.89%-8.8pp | 68.32%-46.3pp | 160.75%-138.7pp |
| Employer contribution / active EE | $1,250 | $3,538-64.7% | $4,859-74.3% | $2,671-53.2% |
| Participant deferral / active EE | $1,650 | $6,406-74.2% | $7,760-78.7% | $4,126-60.0% |
| Admin fee / account holder | $293 | $6,980-95.8% | $10,767-97.3% | $5,651-94.8% |