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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 | $6,317 | $62,583-89.9% | $76,767-91.8% | $64,173-90.2% |
| Participation rate | 40.4% | 72.8%-32.4pp | 77.0%-36.6pp | 69.6%-29.2pp |
| Annual return | 48.22% | -1.95%+50.2pp | 2.43%+45.8pp | 7.63%+40.6pp |
| Employer contribution / active EE | $526 | $1,832-71.3% | $2,485-78.8% | $2,381-77.9% |
| Participant deferral / active EE | $833 | $3,145-73.5% | $3,852-78.4% | $3,470-76.0% |
| Admin fee / account holder | $43 | $4,667-99.1% | $6,675-99.4% | $4,887-99.1% |