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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 | $4,576 | $107,809-95.8% | $97,032-95.3% | $155,188-97.1% |
| Participation rate | 42.9% | 75.5%-32.6pp | 71.6%-28.7pp | 80.8%-37.9pp |
| Annual return | 21.91% | 38.06%-16.2pp | 35.38%-13.5pp | 148.84%-126.9pp |
| Employer contribution / active EE | $205 | $2,911-93.0% | $2,629-92.2% | $4,248-95.2% |
| Participant deferral / active EE | $317 | $5,129-93.8% | $4,672-93.2% | $6,531-95.1% |
| Admin fee / account holder | $48 | $10,717-99.6% | $9,418-99.5% | $14,480-99.7% |