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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 | $6,931 | $105,623-93.4% | $87,502-92.1% | $273,972-97.5% |
| Participation rate | 22.2% | 78.2%-56.0pp | 73.8%-51.6pp | 83.0%-60.8pp |
| Annual return | 5.03% | 12.26%-7.2pp | 12.21%-7.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $238 | $3,141-92.4% | $2,550-90.7% | $4,869-95.1% |
| Participant deferral / active EE | $238 | $3,601-93.4% | $3,149-92.4% | $5,287-95.5% |
| Admin fee / account holder | $44 | $4,781-99.1% | $4,221-99.0% | $10,133-99.6% |