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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 | $5,375 | $60,442-91.1% | $96,754-94.4% | $87,485-93.9% |
| Participation rate | 42.5% | 58.7%-16.2pp | 70.3%-27.8pp | 68.9%-26.4pp |
| Annual return | 18.30% | 21.97%-3.7pp | 82.04%-63.7pp | 26.06%-7.8pp |
| Employer contribution / active EE | $301 | $1,691-82.2% | $2,679-88.8% | $2,596-88.4% |
| Participant deferral / active EE | $486 | $3,280-85.2% | $4,758-89.8% | $4,274-88.6% |
| Admin fee / account holder | $64 | $5,069-98.7% | $8,905-99.3% | $7,775-99.2% |