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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 | $8,537 | $135,956-93.7% | $123,894-93.1% | $273,972-96.9% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 6.11% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,744 | $5,170-66.3% | $4,617-62.2% | $4,869-64.2% |
| Participant deferral / active EE | $110 | $6,343-98.3% | $5,984-98.2% | $5,287-97.9% |
| Admin fee / account holder | $22 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |