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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 | $7,935 | $93,598-91.5% | $135,974-94.2% | $75,173-89.4% |
| Participation rate | 58.7% | 75.2%-16.5pp | 81.9%-23.2pp | 67.2%-8.5pp |
| Annual return | 26.14% | 30.89%-4.7pp | 68.30%-42.2pp | 160.72%-134.6pp |
| Employer contribution / active EE | $984 | $3,538-72.2% | $4,859-79.8% | $2,671-63.2% |
| Participant deferral / active EE | $1,104 | $6,405-82.8% | $7,760-85.8% | $4,126-73.2% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |