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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 | $4,044 | $49,177-91.8% | $79,466-94.9% | $64,173-93.7% |
| Participation rate | 45.0% | 65.0%-20.0pp | 73.3%-28.3pp | 69.6%-24.6pp |
| Annual return | 4.97% | -1.16%+6.1pp | 718.28%-713.3pp | 7.63%-2.7pp |
| Employer contribution / active EE | $370 | $2,076-82.2% | $2,800-86.8% | $2,381-84.5% |
| Participant deferral / active EE | $554 | $2,821-80.4% | $3,704-85.0% | $3,470-84.0% |
| Admin fee / account holder | $73 | $3,839-98.1% | $5,104-98.6% | $4,887-98.5% |