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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 | $90,400-92.4% | $186,193-96.3% | $87,485-92.2% |
| Participation rate | 69.4% | 66.2%+3.3pp | 77.1%-7.7pp | 68.9%+0.5pp |
| Annual return | 19.43% | 22.15%-2.7pp | 78.03%-58.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $717 | $2,170-67.0% | $3,918-81.7% | $2,596-72.4% |
| Participant deferral / active EE | $1,234 | $4,330-71.5% | $6,513-81.1% | $4,274-71.1% |
| Admin fee / account holder | $115 | $8,673-98.7% | $11,058-99.0% | $7,775-98.5% |