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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 | $6,225 | $77,638-92.0% | $156,551-96.0% | $62,881-90.1% |
| Participation rate | 69.2% | 71.2%-2.0pp | 84.0%-14.8pp | 69.3%-0.1pp |
| Annual return | 12.01% | 50.33%-38.3pp | 32.23%-20.2pp | 20.14%-8.1pp |
| Employer contribution / active EE | $436 | $3,444-87.3% | $5,501-92.1% | $2,281-80.9% |
| Participant deferral / active EE | $504 | $3,046-83.5% | $4,871-89.7% | $3,203-84.3% |
| Admin fee / account holder | $189 | $5,561-96.6% | $13,028-98.5% | $4,296-95.6% |