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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 | $6,464 | $92,219-93.0% | $76,766-91.6% | $135,382-95.2% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | 28.26% | 5.46%+22.8pp | 2.43%+25.8pp | 519.77%-491.5pp |
| Employer contribution / active EE | $825 | $3,216-74.3% | $2,485-66.8% | $4,779-82.7% |
| Participant deferral / active EE | $1,120 | $4,508-75.1% | $3,851-70.9% | $5,609-80.0% |
| Admin fee / account holder | $78 | $10,749-99.3% | $6,675-98.8% | $10,829-99.3% |