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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 | $6,684 | $63,949-89.5% | $129,031-94.8% | $94,015-92.9% |
| Participation rate | 61.4% | 63.4%-2.1pp | 73.4%-12.0pp | 70.8%-9.5pp |
| Annual return | 21.19% | 17.56%+3.6pp | 34.67%-13.5pp | 17.84%+3.3pp |
| Employer contribution / active EE | $622 | $1,865-66.6% | $3,226-80.7% | $2,790-77.7% |
| Participant deferral / active EE | $1,047 | $3,686-71.6% | $5,217-79.9% | $4,249-75.4% |
| Admin fee / account holder | $290 | $5,523-94.8% | $13,208-97.8% | $8,951-96.8% |