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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 | $64,920-91.3% | $103,693-94.6% | $86,983-93.5% |
| Participation rate | 53.5% | 63.6%-10.1pp | 72.6%-19.2pp | 69.5%-16.1pp |
| Annual return | 12.87% | 30.29%-17.4pp | 47.61%-34.7pp | 25.83%-13.0pp |
| Employer contribution / active EE | $341 | $2,141-84.1% | $2,920-88.3% | $2,584-86.8% |
| Participant deferral / active EE | $200 | $3,241-93.8% | $4,579-95.6% | $4,194-95.2% |
| Admin fee / account holder | $167 | $6,191-97.3% | $7,858-97.9% | $7,856-97.9% |