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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 | $3,900 | $80,985-95.2% | $96,576-96.0% | $75,181-94.8% |
| Participation rate | 62.1% | 71.8%-9.7pp | 76.0%-13.9pp | 67.2%-5.1pp |
| Annual return | 39.02% | 27.05%+12.0pp | 25.87%+13.1pp | 160.69%-121.7pp |
| Employer contribution / active EE | $1,062 | $2,282-53.5% | $2,965-64.2% | $2,671-60.2% |
| Participant deferral / active EE | $1,179 | $3,929-70.0% | $4,851-75.7% | $4,126-71.4% |
| Admin fee / account holder | $83 | $6,719-98.8% | $8,253-99.0% | $5,650-98.5% |