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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 | $7,042 | $65,361-89.2% | $92,903-92.4% | $72,983-90.4% |
| Participation rate | 51.4% | 68.3%-16.9pp | 76.0%-24.6pp | 69.5%-18.1pp |
| Annual return | 27.77% | 42.11%-14.3pp | 109.43%-81.7pp | 81.01%-53.2pp |
| Employer contribution / active EE | $1,191 | $2,594-54.1% | $3,653-67.4% | $2,440-51.2% |
| Participant deferral / active EE | $1,197 | $3,128-61.7% | $4,238-71.8% | $3,608-66.8% |
| Admin fee / account holder | $214 | $4,251-95.0% | $5,795-96.3% | $5,124-95.8% |