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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 | $6,093 | $76,551-92.0% | $123,894-95.1% | $62,881-90.3% |
| Participation rate | 27.8% | 73.0%-45.2pp | 81.4%-53.6pp | 69.3%-41.5pp |
| Annual return | 109.07% | 18.68%+90.4pp | 47.52%+61.5pp | 20.14%+88.9pp |
| Employer contribution / active EE | $1,048 | $2,882-63.7% | $4,617-77.3% | $2,281-54.1% |
| Participant deferral / active EE | $1,752 | $4,840-63.8% | $5,984-70.7% | $3,203-45.3% |
| Admin fee / account holder | $55 | $4,826-98.9% | $8,357-99.3% | $4,296-98.7% |