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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 | $5,879 | $60,349-90.3% | $74,184-92.1% | $62,881-90.7% |
| Participation rate | 62.7% | 72.7%-10.0pp | 76.6%-13.9pp | 69.3%-6.6pp |
| Annual return | 7.13% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $770 | $1,680-54.2% | $2,370-67.5% | $2,281-66.3% |
| Participant deferral / active EE | $1,252 | $2,856-56.2% | $3,550-64.7% | $3,203-60.9% |
| Admin fee / account holder | $296 | $4,261-93.1% | $5,586-94.7% | $4,296-93.1% |