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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 | $5,596 | $110,379-94.9% | $102,412-94.5% | $145,884-96.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.26% | 24.84%-12.6pp | 24.94%-12.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,162 | $4,216-72.4% | $3,870-70.0% | $4,662-75.1% |
| Participant deferral / active EE | $1,263 | $5,622-77.5% | $5,060-75.1% | $6,690-81.1% |
| Admin fee / account holder | $220 | $9,745-97.7% | $8,388-97.4% | $13,392-98.4% |