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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 | $5,642 | $69,590-91.9% | $136,867-95.9% | $94,015-94.0% |
| Participation rate | 53.5% | 66.3%-12.8pp | 74.5%-21.1pp | 70.8%-17.3pp |
| Annual return | 12.87% | 19.62%-6.7pp | 42.97%-30.1pp | 17.84%-5.0pp |
| Employer contribution / active EE | $341 | $2,396-85.8% | $3,547-90.4% | $2,790-87.8% |
| Participant deferral / active EE | $200 | $3,437-94.2% | $4,924-95.9% | $4,249-95.3% |
| Admin fee / account holder | $167 | $8,912-98.1% | $10,340-98.4% | $8,951-98.1% |