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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 | $4,628 | $49,025-90.6% | $87,502-94.7% | $62,881-92.6% |
| Participation rate | 24.2% | 64.9%-40.6pp | 73.8%-49.6pp | 69.3%-45.1pp |
| Annual return | 9.62% | 10.02%-0.4pp | 12.21%-2.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $308 | $1,372-77.5% | $2,550-87.9% | $2,281-86.5% |
| Participant deferral / active EE | $365 | $2,289-84.1% | $3,149-88.4% | $3,203-88.6% |
| Admin fee / account holder | $99 | $4,065-97.6% | $4,221-97.6% | $4,296-97.7% |