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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 | $5,482 | $56,110-90.2% | $94,993-94.2% | $70,126-92.2% |
| Participation rate | 29.3% | 65.0%-35.7pp | 73.9%-44.6pp | 69.5%-40.3pp |
| Annual return | 32.80% | 51.02%-18.2pp | 27.14%+5.7pp | 73.15%-40.3pp |
| Employer contribution / active EE | $310 | $1,442-78.5% | $2,603-88.1% | $2,343-86.8% |
| Participant deferral / active EE | $580 | $2,391-75.8% | $3,317-82.5% | $3,332-82.6% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |