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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 | $81,358-90.8% | $155,556-95.2% | $80,959-90.8% |
| Participation rate | 64.3% | 66.3%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 13.93% | 33.39%-19.5pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,826 | $3,106-41.2% | $4,675-61.0% | $2,757-33.8% |
| Participant deferral / active EE | $836 | $3,455-75.8% | $5,631-85.2% | $4,300-80.6% |
| Admin fee / account holder | $186 | $7,994-97.7% | $15,885-98.8% | $6,925-97.3% |