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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 | $5,481 | $106,524-94.9% | $152,301-96.4% | $87,485-93.7% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.4%-25.3pp | 68.9%-11.8pp |
| Annual return | 23.03% | 26.89%-3.9pp | 80.50%-57.5pp | 26.06%-3.0pp |
| Employer contribution / active EE | $632 | $3,371-81.3% | $4,624-86.3% | $2,596-75.7% |
| Participant deferral / active EE | $1,906 | $6,525-70.8% | $8,004-76.2% | $4,274-55.4% |
| Admin fee / account holder | $96 | $8,287-98.8% | $14,398-99.3% | $7,775-98.8% |