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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 | $7,593 | $64,359-88.2% | $90,161-91.6% | $70,126-89.2% |
| Participation rate | 39.3% | 70.4%-31.1pp | 76.9%-37.6pp | 69.5%-30.3pp |
| Annual return | 29.59% | 28.13%+1.5pp | 34.89%-5.3pp | 73.15%-43.6pp |
| Employer contribution / active EE | $563 | $2,046-72.5% | $3,318-83.0% | $2,343-76.0% |
| Participant deferral / active EE | $1,009 | $4,389-77.0% | $5,287-80.9% | $3,332-69.7% |
| Admin fee / account holder | $18 | $3,945-99.6% | $5,943-99.7% | $4,645-99.6% |