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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 | $6,393 | $77,460-91.7% | $100,378-93.6% | $80,925-92.1% |
| Participation rate | 64.7% | 76.9%-12.2pp | 81.5%-16.8pp | 67.7%-3.0pp |
| Annual return | 19.97% | 37.24%-17.3pp | 49.41%-29.4pp | 35.65%-15.7pp |
| Employer contribution / active EE | $409 | $2,801-85.4% | $3,942-89.6% | $2,756-85.2% |
| Participant deferral / active EE | $702 | $6,818-89.7% | $8,087-91.3% | $4,299-83.7% |
| Admin fee / account holder | $234 | $5,887-96.0% | $7,899-97.0% | $6,940-96.6% |