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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 | $48,011-89.3% | $63,803-92.0% | $82,637-93.8% |
| Participation rate | 65.7% | 66.6%-0.9pp | 72.7%-7.0pp | 68.1%-2.3pp |
| Annual return | 17.62% | 19.84%-2.2pp | 543.72%-526.1pp | 53.51%-35.9pp |
| Employer contribution / active EE | $489 | $1,904-74.3% | $2,532-80.7% | $2,552-80.8% |
| Participant deferral / active EE | $569 | $2,846-80.0% | $3,843-85.2% | $4,126-86.2% |
| Admin fee / account holder | $266 | $3,873-93.1% | $5,196-94.9% | $7,339-96.4% |