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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 | $5,447 | $48,078-88.7% | $78,676-93.1% | $62,881-91.3% |
| Participation rate | 57.1% | 65.2%-8.1pp | 73.6%-16.4pp | 69.3%-12.2pp |
| Annual return | 8.79% | 31.36%-22.6pp | 62.19%-53.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $251 | $2,015-87.5% | $2,850-91.2% | $2,281-89.0% |
| Participant deferral / active EE | $567 | $2,587-78.1% | $3,517-83.9% | $3,203-82.3% |
| Admin fee / account holder | $14 | $3,206-99.6% | $4,510-99.7% | $4,296-99.7% |