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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 | $6,403 | $54,757-88.3% | $90,304-92.9% | $72,975-91.2% |
| Participation rate | 55.6% | 65.2%-9.6pp | 73.3%-17.7pp | 69.5%-13.9pp |
| Annual return | 23.57% | 30.63%-7.1pp | 78.13%-54.6pp | 81.01%-57.4pp |
| Employer contribution / active EE | $343 | $2,093-83.6% | $2,855-88.0% | $2,440-86.0% |
| Participant deferral / active EE | $122 | $2,887-95.8% | $3,885-96.9% | $3,608-96.6% |
| Admin fee / account holder | $27 | $3,973-99.3% | $5,354-99.5% | $5,124-99.5% |