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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 | $16,807 | $81,446-79.4% | $103,374-83.7% | $80,874-79.2% |
| Participation rate | 30.3% | 66.9%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 16.80% | 25.57%-8.8pp | 24.89%-8.1pp | 35.62%-18.8pp |
| Employer contribution / active EE | $978 | $3,107-68.5% | $3,869-74.7% | $2,756-64.5% |
| Participant deferral / active EE | $1,354 | $3,870-65.0% | $5,058-73.2% | $4,297-68.5% |
| Admin fee / account holder | $14 | $6,715-99.8% | $8,394-99.8% | $6,935-99.8% |