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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 | $3,263 | $76,407-95.7% | $150,298-97.8% | $82,448-96.0% |
| Participation rate | 48.0% | 66.4%-18.4pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 25.14% | 39.99%-14.9pp | 62.79%-37.6pp | 41.64%-16.5pp |
| Employer contribution / active EE | $550 | $2,614-79.0% | $4,154-86.8% | $2,551-78.4% |
| Participant deferral / active EE | $93 | $3,214-97.1% | $5,453-98.3% | $4,139-97.7% |
| Admin fee / account holder | $31 | $6,352-99.5% | $14,116-99.8% | $7,234-99.6% |