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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 | $5,676 | $76,551-92.6% | $123,894-95.4% | $62,881-91.0% |
| Participation rate | 38.7% | 73.0%-34.3pp | 81.4%-42.7pp | 69.3%-30.6pp |
| Annual return | 19.98% | 18.68%+1.3pp | 47.52%-27.5pp | 20.14%-0.2pp |
| Employer contribution / active EE | $459 | $2,882-84.1% | $4,617-90.1% | $2,281-79.9% |
| Participant deferral / active EE | $1,696 | $4,840-65.0% | $5,984-71.7% | $3,203-47.0% |
| Admin fee / account holder | $159 | $4,826-96.7% | $8,357-98.1% | $4,296-96.3% |