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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 | $2,066 | $77,814-97.3% | $158,223-98.7% | $86,983-97.6% |
| Participation rate | 31.3% | 68.4%-37.2pp | 79.2%-48.0pp | 69.5%-38.3pp |
| Annual return | 20.48% | 30.54%-10.1pp | 52.09%-31.6pp | 25.83%-5.4pp |
| Employer contribution / active EE | $275 | $2,592-89.4% | $4,109-93.3% | $2,584-89.3% |
| Participant deferral / active EE | $479 | $3,270-85.3% | $5,467-91.2% | $4,194-88.6% |
| Admin fee / account holder | $90 | $5,879-98.5% | $16,047-99.4% | $7,856-98.9% |