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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 | $4,001 | $75,807-94.7% | $116,096-96.6% | $86,983-95.4% |
| Participation rate | 60.0% | 66.9%-6.9pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 31.62% | 18.57%+13.0pp | 326.25%-294.6pp | 25.83%+5.8pp |
| Employer contribution / active EE | $594 | $1,892-68.6% | $2,503-76.3% | $2,584-77.0% |
| Participant deferral / active EE | $640 | $3,212-80.1% | $3,952-83.8% | $4,194-84.7% |
| Admin fee / account holder | $137 | $6,659-97.9% | $7,704-98.2% | $7,856-98.3% |