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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 | $78,690-95.9% | $161,489-98.0% | $87,485-96.3% |
| Participation rate | 48.0% | 67.5%-19.5pp | 78.7%-30.7pp | 68.9%-20.9pp |
| Annual return | 25.14% | 32.74%-7.6pp | 89.72%-64.6pp | 26.06%-0.9pp |
| Employer contribution / active EE | $550 | $2,588-78.8% | $4,268-87.1% | $2,596-78.8% |
| Participant deferral / active EE | $93 | $3,311-97.2% | $5,630-98.3% | $4,274-97.8% |
| Admin fee / account holder | $31 | $6,724-99.5% | $16,006-99.8% | $7,775-99.6% |