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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 | $6,096 | $81,457-92.5% | $103,378-94.1% | $80,911-92.5% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 18.62% | 25.58%-7.0pp | 24.91%-6.3pp | 35.63%-17.0pp |
| Employer contribution / active EE | $1,040 | $3,107-66.5% | $3,870-73.1% | $2,756-62.3% |
| Participant deferral / active EE | $1,315 | $3,871-66.0% | $5,058-74.0% | $4,297-69.4% |
| Admin fee / account holder | $17 | $6,717-99.7% | $8,401-99.8% | $6,935-99.8% |