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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 | $5,127 | $51,184-90.0% | $66,439-92.3% | $86,983-94.1% |
| Participation rate | 65.7% | 68.5%-2.8pp | 74.5%-8.8pp | 69.5%-3.8pp |
| Annual return | 17.62% | 17.07%+0.5pp | 757.66%-740.0pp | 25.83%-8.2pp |
| Employer contribution / active EE | $489 | $2,023-75.8% | $2,637-81.4% | $2,584-81.1% |
| Participant deferral / active EE | $569 | $2,927-80.6% | $3,876-85.3% | $4,194-86.4% |
| Admin fee / account holder | $266 | $4,154-93.6% | $6,173-95.7% | $7,856-96.6% |