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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 | $5,690 | $81,487-93.0% | $102,412-94.4% | $80,935-93.0% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.7%-2.1pp |
| Annual return | 12.77% | 25.60%-12.8pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,111 | $3,103-64.2% | $3,870-71.3% | $2,757-59.7% |
| Participant deferral / active EE | $1,266 | $3,871-67.3% | $5,060-75.0% | $4,299-70.6% |
| Admin fee / account holder | $57 | $6,717-99.1% | $8,388-99.3% | $6,924-99.2% |