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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 | $5,846 | $81,331-92.8% | $155,534-96.2% | $80,935-92.8% |
| Participation rate | 62.5% | 66.3%-3.8pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 12.76% | 33.37%-20.6pp | 64.92%-52.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,407 | $3,105-54.7% | $4,675-69.9% | $2,757-49.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $74 | $7,999-99.1% | $15,900-99.5% | $6,924-98.9% |