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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 | $7,126 | $81,276-91.2% | $155,574-95.4% | $80,925-91.2% |
| Participation rate | 31.0% | 66.2%-35.2pp | 78.2%-47.2pp | 67.7%-36.6pp |
| Annual return | 14.76% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $417 | $3,103-86.6% | $4,676-91.1% | $2,756-84.9% |
| Participant deferral / active EE | $739 | $3,453-78.6% | $5,629-86.9% | $4,299-82.8% |
| Admin fee / account holder | $131 | $7,993-98.4% | $15,914-99.2% | $6,940-98.1% |