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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 | $7,511 | $117,895-93.6% | $102,460-92.7% | $145,897-94.9% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.59% | 31.92%-16.3pp | 29.47%-13.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,084 | $3,619-70.1% | $3,025-64.2% | $4,663-76.8% |
| Participant deferral / active EE | $1,473 | $5,736-74.3% | $5,056-70.9% | $6,689-78.0% |
| Admin fee / account holder | $89 | $13,353-99.3% | $9,460-99.1% | $13,390-99.3% |