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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 | $5,721 | $117,895-95.1% | $102,460-94.4% | $145,897-96.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.33% | 31.92%-18.6pp | 29.47%-16.1pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,123 | $3,619-69.0% | $3,025-62.9% | $4,663-75.9% |
| Participant deferral / active EE | $987 | $5,736-82.8% | $5,056-80.5% | $6,689-85.3% |
| Admin fee / account holder | $192 | $13,353-98.6% | $9,460-98.0% | $13,390-98.6% |