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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 | $61,125-90.8% | $94,057-94.0% | $87,485-93.6% |
| Participation rate | 53.5% | 64.1%-10.6pp | 73.3%-19.9pp | 68.9%-15.4pp |
| Annual return | 12.87% | 35.20%-22.3pp | 480.62%-467.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $341 | $2,136-84.0% | $2,933-88.4% | $2,596-86.9% |
| Participant deferral / active EE | $200 | $3,260-93.9% | $4,709-95.7% | $4,274-95.3% |
| Admin fee / account holder | $167 | $5,629-97.0% | $7,244-97.7% | $7,775-97.8% |