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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 | $5,905 | $81,331-92.7% | $155,534-96.2% | $80,935-92.7% |
| Participation rate | 54.2% | 66.3%-12.1pp | 78.2%-24.1pp | 67.7%-13.5pp |
| Annual return | 15.08% | 33.37%-18.3pp | 64.92%-49.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,063 | $3,105-65.8% | $4,675-77.3% | $2,757-61.5% |
| Participant deferral / active EE | $663 | $3,454-80.8% | $5,630-88.2% | $4,299-84.6% |
| Admin fee / account holder | $248 | $7,999-96.9% | $15,900-98.4% | $6,924-96.4% |