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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 | $4,522 | $77,814-94.2% | $158,223-97.1% | $86,983-94.8% |
| Participation rate | 40.7% | 68.4%-27.7pp | 79.2%-38.5pp | 69.5%-28.8pp |
| Annual return | 20.63% | 30.54%-9.9pp | 52.09%-31.5pp | 25.83%-5.2pp |
| Employer contribution / active EE | $297 | $2,592-88.5% | $4,109-92.8% | $2,584-88.5% |
| Participant deferral / active EE | $559 | $3,270-82.9% | $5,467-89.8% | $4,194-86.7% |
| Admin fee / account holder | $59 | $5,879-99.0% | $16,047-99.6% | $7,856-99.2% |