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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 | $138,312-83.6% | $122,979-81.5% | $155,188-85.4% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 16.94% | 22.06%-5.1pp | 20.12%-3.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $893 | $3,530-74.7% | $3,062-70.9% | $4,248-79.0% |
| Participant deferral / active EE | $1,322 | $5,592-76.4% | $5,003-73.6% | $6,531-79.8% |
| Admin fee / account holder | $218 | $15,089-98.6% | $12,864-98.3% | $14,480-98.5% |