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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 | $5,556 | $102,422-94.6% | $147,117-96.2% | $80,959-93.1% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 14.30% | 135.16%-120.9pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $881 | $3,717-76.3% | $4,932-82.1% | $2,757-68.0% |
| Participant deferral / active EE | $1,327 | $6,652-80.1% | $8,065-83.5% | $4,300-69.1% |
| Admin fee / account holder | $197 | $7,953-97.5% | $12,993-98.5% | $6,925-97.1% |