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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 | $4,065 | $58,848-93.1% | $88,179-95.4% | $82,637-95.1% |
| Participation rate | 60.0% | 57.9%+2.1pp | 69.1%-9.1pp | 68.1%-8.1pp |
| Annual return | 19.34% | 22.76%-3.4pp | 64.97%-45.6pp | 53.51%-34.2pp |
| Employer contribution / active EE | $360 | $1,678-78.6% | $2,549-85.9% | $2,552-85.9% |
| Participant deferral / active EE | $413 | $3,124-86.8% | $4,614-91.0% | $4,126-90.0% |
| Admin fee / account holder | $266 | $4,795-94.5% | $7,673-96.5% | $7,339-96.4% |