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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 | $4,289 | $65,712-93.5% | $57,196-92.5% | $273,972-98.4% |
| Participation rate | 57.9% | 78.3%-20.4pp | 75.3%-17.4pp | 83.0%-25.1pp |
| Annual return | 4.13% | 22.01%-17.9pp | 14.59%-10.5pp | 41.46%-37.3pp |
| Employer contribution / active EE | $282 | $3,280-91.4% | $2,683-89.5% | $4,869-94.2% |
| Participant deferral / active EE | $376 | $3,782-90.1% | $3,096-87.9% | $5,287-92.9% |
| Admin fee / account holder | $253 | $4,838-94.8% | $3,141-91.9% | $10,133-97.5% |