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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 | $4,443 | $78,015-94.3% | $178,505-97.5% | $80,959-94.5% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.5pp | 67.7%-1.0pp |
| Annual return | 16.42% | 18.10%-1.7pp | 27.16%-10.7pp | 35.67%-19.3pp |
| Employer contribution / active EE | $550 | $2,281-75.9% | $3,955-86.1% | $2,757-80.0% |
| Participant deferral / active EE | $1,036 | $4,406-76.5% | $6,280-83.5% | $4,300-75.9% |
| Admin fee / account holder | $206 | $7,160-97.1% | $10,428-98.0% | $6,925-97.0% |