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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 | $81,276-90.8% | $155,574-95.2% | $80,925-90.8% |
| Participation rate | 64.3% | 66.2%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 13.93% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,826 | $3,103-41.2% | $4,676-61.0% | $2,756-33.8% |
| Participant deferral / active EE | $836 | $3,453-75.8% | $5,629-85.2% | $4,299-80.6% |
| Admin fee / account holder | $186 | $7,993-97.7% | $15,914-98.8% | $6,940-97.3% |