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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 | $6,610 | $91,198-92.8% | $178,503-96.3% | $79,856-91.7% |
| Participation rate | 60.7% | 69.2%-8.5pp | 81.9%-21.2pp | 69.6%-8.9pp |
| Annual return | 15.88% | 24.20%-8.3pp | 151.12%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $538 | $3,257-83.5% | $5,011-89.3% | $2,471-78.2% |
| Participant deferral / active EE | $560 | $3,237-82.7% | $5,202-89.2% | $3,741-85.0% |
| Admin fee / account holder | $98 | $6,748-98.6% | $13,987-99.3% | $5,306-98.2% |