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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 | $6,146 | $56,484-89.1% | $169,452-96.4% | $64,173-90.4% |
| Participation rate | 65.6% | 64.5%+1.1pp | 77.8%-12.2pp | 69.6%-3.9pp |
| Annual return | -7.81% | -1.55%-6.3pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $339 | $1,832-81.5% | $4,157-91.9% | $2,381-85.8% |
| Participant deferral / active EE | $984 | $3,448-71.5% | $5,277-81.3% | $3,470-71.6% |
| Admin fee / account holder | $72 | $4,174-98.3% | $9,110-99.2% | $4,887-98.5% |