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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 | $6,378 | $101,795-93.7% | $165,100-96.1% | $80,959-92.1% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.7%-5.2pp |
| Annual return | 10.71% | 16.73%-6.0pp | 70.21%-59.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,339 | $2,954-54.7% | $4,348-69.2% | $2,757-51.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $51 | $8,221-99.4% | $12,696-99.6% | $6,925-99.3% |