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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 | $7,203 | $105,867-93.2% | $90,760-92.1% | $134,532-94.6% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | 16.05% | -10.99%+27.0pp | -12.16%+28.2pp | 418.27%-402.2pp |
| Employer contribution / active EE | $1,150 | $3,464-66.8% | $2,922-60.6% | $4,741-75.7% |
| Participant deferral / active EE | $1,358 | $5,217-74.0% | $4,565-70.3% | $6,401-78.8% |
| Admin fee / account holder | $4 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |