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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 | $5,015 | $42,909-88.3% | $60,906-91.8% | $68,486-92.7% |
| Participation rate | 68.2% | 66.8%+1.4pp | 73.1%-4.9pp | 67.9%+0.3pp |
| Annual return | 48.41% | -13.99%+62.4pp | 16.94%+31.5pp | -7.85%+56.3pp |
| Employer contribution / active EE | $672 | $1,979-66.0% | $2,703-75.1% | $2,597-74.1% |
| Participant deferral / active EE | $677 | $2,866-76.4% | $3,814-82.2% | $4,028-83.2% |
| Admin fee / account holder | $99 | $3,104-96.8% | $3,227-96.9% | $5,404-98.2% |