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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 | $4,671 | $58,057-92.0% | $97,032-95.2% | $86,983-94.6% |
| Participation rate | 51.7% | 60.4%-8.6pp | 71.6%-19.8pp | 69.5%-17.8pp |
| Annual return | 16.09% | 22.26%-6.2pp | 35.38%-19.3pp | 25.83%-9.7pp |
| Employer contribution / active EE | $297 | $1,663-82.1% | $2,629-88.7% | $2,584-88.5% |
| Participant deferral / active EE | $499 | $3,244-84.6% | $4,672-89.3% | $4,194-88.1% |
| Admin fee / account holder | $270 | $4,839-94.4% | $9,418-97.1% | $7,856-96.6% |