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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 | $6,757 | $71,873-90.6% | $86,698-92.2% | $68,490-90.1% |
| Participation rate | 53.1% | 72.2%-19.2pp | 76.6%-23.5pp | 67.9%-14.8pp |
| Annual return | 4.39% | 3.54%+0.8pp | 35.96%-31.6pp | -7.85%+12.2pp |
| Employer contribution / active EE | $902 | $2,173-58.5% | $2,837-68.2% | $2,597-65.2% |
| Participant deferral / active EE | $1,284 | $3,779-66.0% | $4,656-72.4% | $4,028-68.1% |
| Admin fee / account holder | $167 | $6,110-97.3% | $7,492-97.8% | $5,403-96.9% |