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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 | $4,801 | $96,558-95.0% | $80,977-94.1% | $273,970-98.2% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 23.64% | 15.14%+8.5pp | 17.11%+6.5pp | 41.46%-17.8pp |
| Employer contribution / active EE | $1,061 | $4,869-78.2% | $3,715-71.4% | $4,869-78.2% |
| Participant deferral / active EE | $1,176 | $6,598-82.2% | $5,696-79.3% | $5,287-77.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,132-100.0% |