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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 | $4,748 | $91,559-94.8% | $133,959-96.5% | $79,858-94.1% |
| Participation rate | 57.7% | 73.3%-15.7pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 20.70% | 61.85%-41.1pp | 45.09%-24.4pp | 31.72%-11.0pp |
| Employer contribution / active EE | $601 | $2,384-74.8% | $3,919-84.7% | $2,471-75.7% |
| Participant deferral / active EE | $1,022 | $3,734-72.6% | $5,047-79.7% | $3,740-72.7% |
| Admin fee / account holder | $56 | $6,321-99.1% | $8,928-99.4% | $5,306-98.9% |