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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 | $84,953-91.9% | $163,379-95.8% | $82,637-91.7% |
| Participation rate | 69.4% | 65.9%+3.5pp | 76.8%-7.4pp | 68.1%+1.4pp |
| Annual return | 19.43% | 23.07%-3.6pp | 63.41%-44.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $717 | $2,183-67.1% | $3,752-80.9% | $2,552-71.9% |
| Participant deferral / active EE | $1,234 | $4,326-71.5% | $6,282-80.4% | $4,126-70.1% |
| Admin fee / account holder | $115 | $7,921-98.5% | $9,818-98.8% | $7,339-98.4% |