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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 | $6,433 | $95,453-93.3% | $112,040-94.3% | $82,448-92.2% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 16.69% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,036 | $2,318-55.3% | $2,954-64.9% | $2,551-59.4% |
| Participant deferral / active EE | $1,465 | $4,224-65.3% | $5,098-71.3% | $4,139-64.6% |
| Admin fee / account holder | $167 | $9,013-98.2% | $12,098-98.6% | $7,234-97.7% |