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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 | $5,456 | $57,590-90.5% | $86,233-93.7% | $82,448-93.4% |
| Participation rate | 38.8% | 57.9%-19.1pp | 69.0%-30.2pp | 68.1%-29.3pp |
| Annual return | 18.13% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $378 | $1,655-77.1% | $2,504-84.9% | $2,551-85.2% |
| Participant deferral / active EE | $594 | $3,080-80.7% | $4,559-87.0% | $4,139-85.6% |
| Admin fee / account holder | $48 | $4,730-99.0% | $8,342-99.4% | $7,234-99.3% |