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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 | $4,429 | $47,848-90.7% | $81,473-94.6% | $70,124-93.7% |
| Participation rate | 49.5% | 58.3%-8.8pp | 68.0%-18.5pp | 69.5%-20.1pp |
| Annual return | 25.91% | 27.25%-1.3pp | 38.78%-12.9pp | 73.14%-47.2pp |
| Employer contribution / active EE | $431 | $1,527-71.8% | $2,568-83.2% | $2,342-81.6% |
| Participant deferral / active EE | $708 | $2,453-71.2% | $3,537-80.0% | $3,332-78.8% |
| Admin fee / account holder | $182 | $3,145-94.2% | $4,561-96.0% | $4,645-96.1% |