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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 | $6,598 | $100,792-93.5% | $86,691-92.4% | $134,509-95.1% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -12.17% | 29.08%-41.2pp | 35.94%-48.1pp | 418.13%-430.3pp |
| Employer contribution / active EE | $1,074 | $3,491-69.2% | $2,837-62.2% | $4,741-77.4% |
| Participant deferral / active EE | $337 | $5,339-93.7% | $4,656-92.8% | $6,400-94.7% |
| Admin fee / account holder | $266 | $10,924-97.6% | $7,492-96.5% | $11,427-97.7% |