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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 | $9,372 | $91,559-89.8% | $133,978-93.0% | $79,856-88.3% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.5pp | 69.6%-4.3pp |
| Annual return | 21.35% | 61.85%-40.5pp | 45.10%-23.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,612 | $2,384-32.4% | $3,919-58.9% | $2,471-34.8% |
| Participant deferral / active EE | $1,478 | $3,734-60.4% | $5,047-70.7% | $3,741-60.5% |
| Admin fee / account holder | $196 | $6,321-96.9% | $8,930-97.8% | $5,306-96.3% |