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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 | $117,829-93.6% | $102,423-92.7% | $145,877-94.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.59% | 31.83%-16.2pp | 29.42%-13.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,084 | $3,615-70.0% | $3,023-64.1% | $4,663-76.8% |
| Participant deferral / active EE | $1,473 | $5,732-74.3% | $5,054-70.9% | $6,691-78.0% |
| Admin fee / account holder | $89 | $13,335-99.3% | $9,455-99.1% | $13,402-99.3% |