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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 | $6,255 | $85,094-92.6% | $76,327-91.8% | $145,884-95.7% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.2%-12.6pp | 80.3%-13.6pp |
| Annual return | 14.60% | 13.13%+1.5pp | 13.79%+0.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,641 | $5,261-68.8% | $4,584-64.2% | $4,662-64.8% |
| Participant deferral / active EE | $1,512 | $6,390-76.3% | $5,478-72.4% | $6,690-77.4% |
| Admin fee / account holder | $16 | $5,773-99.7% | $5,139-99.7% | $13,392-99.9% |