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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 | $2,791 | $77,908-96.4% | $149,696-98.1% | $75,173-96.3% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 19.16% | 31.73%-12.6pp | 134.46%-115.3pp | 160.72%-141.6pp |
| Employer contribution / active EE | $458 | $3,138-85.4% | $4,821-90.5% | $2,671-82.8% |
| Participant deferral / active EE | $774 | $3,411-77.3% | $5,682-86.4% | $4,126-81.2% |
| Admin fee / account holder | $111 | $5,950-98.1% | $13,212-99.2% | $5,651-98.0% |