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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 | $3,032 | $78,690-96.1% | $161,489-98.1% | $87,485-96.5% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 20.40% | 32.74%-12.3pp | 89.72%-69.3pp | 26.06%-5.7pp |
| Employer contribution / active EE | $521 | $2,588-79.9% | $4,268-87.8% | $2,596-79.9% |
| Participant deferral / active EE | $835 | $3,311-74.8% | $5,630-85.2% | $4,274-80.5% |
| Admin fee / account holder | $188 | $6,724-97.2% | $16,006-98.8% | $7,775-97.6% |