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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 | $3,623 | $84,518-95.7% | $67,704-94.6% | $125,389-97.1% |
| Participation rate | 40.0% | 74.8%-34.8pp | 67.5%-27.5pp | 83.2%-43.2pp |
| Annual return | 5.22% | 2.57%+2.6pp | 25.41%-20.2pp | 282.24%-277.0pp |
| Employer contribution / active EE | $523 | $3,292-84.1% | $2,559-79.6% | $4,866-89.3% |
| Participant deferral / active EE | $523 | $4,430-88.2% | $3,585-85.4% | $5,352-90.2% |
| Admin fee / account holder | $19 | $5,340-99.6% | $4,255-99.6% | $9,541-99.8% |