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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 | $8,550 | $102,422-91.7% | $147,117-94.2% | $80,959-89.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 11.90% | 135.16%-123.3pp | 420.54%-408.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,084 | $3,717-70.8% | $4,932-78.0% | $2,757-60.7% |
| Participant deferral / active EE | $2,006 | $6,652-69.8% | $8,065-75.1% | $4,300-53.3% |
| Admin fee / account holder | $97 | $7,953-98.8% | $12,993-99.3% | $6,925-98.6% |