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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 | $58,057-93.0% | $97,032-95.8% | $86,983-95.3% |
| Participation rate | 60.0% | 60.4%-0.4pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 19.34% | 22.26%-2.9pp | 35.38%-16.0pp | 25.83%-6.5pp |
| Employer contribution / active EE | $360 | $1,663-78.4% | $2,629-86.3% | $2,584-86.1% |
| Participant deferral / active EE | $413 | $3,244-87.3% | $4,672-91.2% | $4,194-90.1% |
| Admin fee / account holder | $266 | $4,839-94.5% | $9,418-97.2% | $7,856-96.6% |