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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 | $2,041 | $93,064-97.8% | $74,577-97.3% | $273,972-99.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 7.99% | 26.18%-18.2pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $362 | $3,160-88.5% | $2,525-85.7% | $4,869-92.6% |
| Participant deferral / active EE | $265 | $4,160-93.6% | $3,458-92.3% | $5,287-95.0% |
| Admin fee / account holder | $213 | $5,273-96.0% | $4,138-94.9% | $10,133-97.9% |