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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 | $6,119 | $99,345-93.8% | $84,753-92.8% | $273,972-97.8% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 6.23% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,016 | $4,214-75.9% | $3,574-71.6% | $4,869-79.1% |
| Participant deferral / active EE | $201 | $4,270-95.3% | $3,712-94.6% | $5,287-96.2% |
| Admin fee / account holder | $60 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |