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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 | $4,580 | $60,349-92.4% | $74,184-93.8% | $62,881-92.7% |
| Participation rate | 52.1% | 72.7%-20.6pp | 76.6%-24.5pp | 69.3%-17.2pp |
| Annual return | 14.77% | 21.38%-6.6pp | 17.74%-3.0pp | 20.14%-5.4pp |
| Employer contribution / active EE | $456 | $1,680-72.8% | $2,370-80.7% | $2,281-80.0% |
| Participant deferral / active EE | $1,020 | $2,856-64.3% | $3,550-71.3% | $3,203-68.2% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |