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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 | $7,757 | $65,361-88.1% | $92,903-91.6% | $72,983-89.4% |
| Participation rate | 58.1% | 68.3%-10.2pp | 76.0%-17.9pp | 69.5%-11.3pp |
| Annual return | 19.99% | 42.11%-22.1pp | 109.43%-89.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,305 | $2,594-49.7% | $3,653-64.3% | $2,440-46.5% |
| Participant deferral / active EE | $923 | $3,128-70.5% | $4,238-78.2% | $3,608-74.4% |
| Admin fee / account holder | $227 | $4,251-94.7% | $5,795-96.1% | $5,124-95.6% |