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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 | $4,001 | $63,703-93.7% | $93,063-95.7% | $82,448-95.1% |
| Participation rate | 60.0% | 63.8%-3.8pp | 72.1%-12.1pp | 68.1%-8.1pp |
| Annual return | 31.62% | -775.43%+807.0pp | 34.15%-2.5pp | 41.64%-10.0pp |
| Employer contribution / active EE | $594 | $1,729-65.6% | $2,476-76.0% | $2,551-76.7% |
| Participant deferral / active EE | $640 | $2,919-78.1% | $3,958-83.8% | $4,139-84.5% |
| Admin fee / account holder | $137 | $5,982-97.7% | $6,033-97.7% | $7,234-98.1% |