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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 | $4,891 | $81,276-94.0% | $155,574-96.9% | $80,925-94.0% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.7%-31.9pp |
| Annual return | 15.95% | 33.36%-17.4pp | 64.87%-48.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $393 | $3,103-87.3% | $4,676-91.6% | $2,756-85.8% |
| Participant deferral / active EE | $464 | $3,453-86.6% | $5,629-91.8% | $4,299-89.2% |
| Admin fee / account holder | $77 | $7,993-99.0% | $15,914-99.5% | $6,940-98.9% |