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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 | $7,476 | $81,233-90.8% | $155,567-95.2% | $80,874-90.8% |
| Participation rate | 64.3% | 66.2%-1.9pp | 78.2%-13.9pp | 67.6%-3.4pp |
| Annual return | 13.93% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,826 | $3,101-41.1% | $4,674-60.9% | $2,756-33.7% |
| Participant deferral / active EE | $836 | $3,452-75.8% | $5,628-85.1% | $4,297-80.5% |
| Admin fee / account holder | $186 | $7,998-97.7% | $15,916-98.8% | $6,935-97.3% |