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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 | $26,526 | $80,983-67.2% | $96,544-72.5% | $75,177-64.7% |
| Participation rate | 23.1% | 71.8%-48.7pp | 76.0%-52.9pp | 67.2%-44.1pp |
| Annual return | 23.58% | 27.05%-3.5pp | 25.88%-2.3pp | 160.75%-137.2pp |
| Employer contribution / active EE | $742 | $2,282-67.5% | $2,966-75.0% | $2,671-72.2% |
| Participant deferral / active EE | $1,503 | $3,929-61.7% | $4,851-69.0% | $4,126-63.6% |
| Admin fee / account holder | $132 | $6,717-98.0% | $8,254-98.4% | $5,651-97.7% |