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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 | $4,278 | $56,287-92.4% | $80,977-94.7% | $62,881-93.2% |
| Participation rate | 33.3% | 68.9%-35.6pp | 75.8%-42.5pp | 69.3%-36.0pp |
| Annual return | 11.71% | 22.13%-10.4pp | 17.11%-5.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $398 | $1,943-79.5% | $3,715-89.3% | $2,281-82.6% |
| Participant deferral / active EE | $713 | $4,196-83.0% | $5,696-87.5% | $3,203-77.7% |
| Admin fee / account holder | $64 | $3,742-98.3% | $5,517-98.8% | $4,296-98.5% |