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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 | $7,454 | $135,956-94.5% | $123,894-94.0% | $273,972-97.3% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 21.38% | 56.63%-35.3pp | 47.52%-26.1pp | 41.46%-20.1pp |
| Employer contribution / active EE | $1,026 | $5,170-80.2% | $4,617-77.8% | $4,869-78.9% |
| Participant deferral / active EE | $1,959 | $6,343-69.1% | $5,984-67.3% | $5,287-63.0% |
| Admin fee / account holder | $58 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |