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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 | $60,442-91.0% | $96,754-94.4% | $87,485-93.8% |
| Participation rate | 38.8% | 58.7%-19.9pp | 70.3%-31.5pp | 68.9%-30.2pp |
| Annual return | 18.13% | 21.97%-3.8pp | 82.04%-63.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $378 | $1,691-77.6% | $2,679-85.9% | $2,596-85.4% |
| Participant deferral / active EE | $594 | $3,280-81.9% | $4,758-87.5% | $4,274-86.1% |
| Admin fee / account holder | $48 | $5,069-99.0% | $8,905-99.5% | $7,775-99.4% |