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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 | $6,851 | $109,782-93.8% | $260,467-97.4% | $94,015-92.7% |
| Participation rate | 69.4% | 67.2%+2.2pp | 80.5%-11.0pp | 70.8%-1.4pp |
| Annual return | 19.43% | 18.60%+0.8pp | 100.60%-81.2pp | 17.84%+1.6pp |
| Employer contribution / active EE | $717 | $2,147-66.6% | $4,239-83.1% | $2,790-74.3% |
| Participant deferral / active EE | $1,234 | $4,044-69.5% | $6,319-80.5% | $4,249-71.0% |
| Admin fee / account holder | $115 | $11,958-99.0% | $15,461-99.3% | $8,951-98.7% |