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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 | $60,442-92.3% | $96,754-95.2% | $87,485-94.7% |
| Participation rate | 51.7% | 58.7%-7.0pp | 70.3%-18.5pp | 68.9%-17.2pp |
| Annual return | 16.09% | 21.97%-5.9pp | 82.04%-66.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $297 | $1,691-82.4% | $2,679-88.9% | $2,596-88.5% |
| Participant deferral / active EE | $499 | $3,280-84.8% | $4,758-89.5% | $4,274-88.3% |
| Admin fee / account holder | $270 | $5,069-94.7% | $8,905-97.0% | $7,775-96.5% |