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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 | $4,917 | $86,949-94.3% | $102,460-95.2% | $80,959-93.9% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 17.00% | 18.89%-1.9pp | 29.47%-12.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $721 | $2,370-69.6% | $3,025-76.2% | $2,757-73.8% |
| Participant deferral / active EE | $750 | $4,121-81.8% | $5,056-85.2% | $4,300-82.6% |
| Admin fee / account holder | $74 | $8,048-99.1% | $9,460-99.2% | $6,925-98.9% |