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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 | $6,625 | $87,733-92.4% | $106,555-93.8% | $85,847-92.3% |
| Participation rate | 61.5% | 71.9%-10.4pp | 76.1%-14.6pp | 69.3%-7.8pp |
| Annual return | 11.45% | 21.86%-10.4pp | 26.80%-15.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,058 | $2,073-49.0% | $2,819-62.5% | $2,565-58.8% |
| Participant deferral / active EE | $1,209 | $3,469-65.2% | $4,399-72.5% | $3,952-69.4% |
| Admin fee / account holder | $15 | $6,767-99.8% | $7,408-99.8% | $6,261-99.8% |