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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 | $4,702 | $41,377-88.6% | $109,313-95.7% | $62,881-92.5% |
| Participation rate | 38.1% | 57.5%-19.4pp | 71.3%-33.2pp | 69.3%-31.2pp |
| Annual return | 7.23% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $694 | $1,276-45.6% | $3,892-82.2% | $2,281-69.6% |
| Participant deferral / active EE | $273 | $2,045-86.6% | $3,166-91.4% | $3,203-91.5% |
| Admin fee / account holder | $155 | $2,884-94.6% | $5,666-97.3% | $4,296-96.4% |