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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 | $3,332 | $57,073-94.2% | $85,126-96.1% | $80,925-95.9% |
| Participation rate | 26.8% | 56.4%-29.6pp | 67.5%-40.7pp | 67.7%-40.8pp |
| Annual return | 11.96% | 21.69%-9.7pp | 66.63%-54.7pp | 35.65%-23.7pp |
| Employer contribution / active EE | $293 | $1,801-83.7% | $2,731-89.3% | $2,756-89.4% |
| Participant deferral / active EE | $439 | $3,113-85.9% | $4,523-90.3% | $4,299-89.8% |
| Admin fee / account holder | $27 | $4,988-99.5% | $6,160-99.6% | $6,940-99.6% |