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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 | $6,740 | $93,589-92.8% | $135,942-95.0% | $75,181-91.0% |
| Participation rate | 44.0% | 75.2%-31.2pp | 81.9%-37.9pp | 67.2%-23.2pp |
| Annual return | 28.06% | 30.90%-2.8pp | 68.28%-40.2pp | 160.69%-132.6pp |
| Employer contribution / active EE | $877 | $3,537-75.2% | $4,858-82.0% | $2,671-67.2% |
| Participant deferral / active EE | $1,206 | $6,405-81.2% | $7,759-84.5% | $4,126-70.8% |
| Admin fee / account holder | $58 | $6,977-99.2% | $10,764-99.5% | $5,650-99.0% |