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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 | $6,777 | $58,828-88.5% | $78,002-91.3% | $62,881-89.2% |
| Participation rate | 40.0% | 71.1%-31.1pp | 75.5%-35.5pp | 69.3%-29.3pp |
| Annual return | 6.01% | 17.16%-11.2pp | 425.99%-420.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $500 | $1,672-70.1% | $2,470-79.8% | $2,281-78.1% |
| Participant deferral / active EE | $641 | $2,686-76.1% | $3,497-81.7% | $3,203-80.0% |
| Admin fee / account holder | $145 | $4,393-96.7% | $5,481-97.4% | $4,296-96.6% |