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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 | $75,541-95.7% | $152,093-97.9% | $82,637-96.1% |
| Participation rate | 48.0% | 66.5%-18.5pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 25.14% | 32.56%-7.4pp | 66.36%-41.2pp | 53.51%-28.4pp |
| Employer contribution / active EE | $550 | $2,622-79.0% | $4,175-86.8% | $2,552-78.5% |
| Participant deferral / active EE | $93 | $3,206-97.1% | $5,451-98.3% | $4,126-97.7% |
| Admin fee / account holder | $31 | $6,405-99.5% | $14,497-99.8% | $7,339-99.6% |