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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 | $3,529 | $48,364-92.7% | $71,796-95.1% | $62,881-94.4% |
| Participation rate | 27.4% | 60.6%-33.2pp | 69.1%-41.7pp | 69.3%-41.9pp |
| Annual return | 10.31% | 13.16%-2.8pp | 78.04%-67.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $203 | $1,042-80.5% | $1,924-89.4% | $2,281-91.1% |
| Participant deferral / active EE | $394 | $2,091-81.2% | $2,794-85.9% | $3,203-87.7% |
| Admin fee / account holder | $129 | $3,771-96.6% | $4,815-97.3% | $4,296-97.0% |