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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 | $2,645 | $77,638-96.6% | $156,551-98.3% | $62,881-95.8% |
| Participation rate | 53.1% | 71.2%-18.1pp | 84.0%-31.0pp | 69.3%-16.2pp |
| Annual return | 10.42% | 50.33%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $793 | $3,444-77.0% | $5,501-85.6% | $2,281-65.3% |
| Participant deferral / active EE | $482 | $3,046-84.2% | $4,871-90.1% | $3,203-84.9% |
| Admin fee / account holder | $52 | $5,561-99.1% | $13,028-99.6% | $4,296-98.8% |