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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 | $7,508 | $106,267-92.9% | $96,520-92.2% | $139,456-94.6% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 29.70% | 38.45%-8.8pp | 35.72%-6.0pp | 373.45%-343.8pp |
| Employer contribution / active EE | $1,182 | $4,105-71.2% | $3,739-68.4% | $4,753-75.1% |
| Participant deferral / active EE | $1,048 | $5,454-80.8% | $4,879-78.5% | $6,711-84.4% |
| Admin fee / account holder | $60 | $7,882-99.2% | $6,733-99.1% | $11,407-99.5% |