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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 | $22,690 | $136,860-83.4% | $120,344-81.1% | $154,746-85.3% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 16.94% | 21.38%-4.4pp | 20.30%-3.4pp | 172.34%-155.4pp |
| Employer contribution / active EE | $893 | $3,533-74.7% | $3,020-70.4% | $4,379-79.6% |
| Participant deferral / active EE | $1,322 | $5,793-77.2% | $5,135-74.3% | $6,730-80.4% |
| Admin fee / account holder | $218 | $15,393-98.6% | $12,742-98.3% | $14,365-98.5% |