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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 | $6,632 | $100,003-93.4% | $146,685-95.5% | $85,856-92.3% |
| Participation rate | 41.4% | 73.1%-31.7pp | 80.1%-38.7pp | 69.3%-27.9pp |
| Annual return | 21.78% | 18.93%+2.8pp | 22.75%-1.0pp | 318.58%-296.8pp |
| Employer contribution / active EE | $856 | $2,559-66.6% | $4,137-79.3% | $2,565-66.6% |
| Participant deferral / active EE | $1,095 | $4,006-72.7% | $5,507-80.1% | $3,952-72.3% |
| Admin fee / account holder | $198 | $7,704-97.4% | $10,281-98.1% | $6,261-96.8% |