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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 | $4,157 | $93,064-95.5% | $74,577-94.4% | $273,972-98.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 3.72% | 26.18%-22.5pp | 20.47%-16.7pp | 41.46%-37.7pp |
| Employer contribution / active EE | $115 | $3,160-96.4% | $2,525-95.4% | $4,869-97.6% |
| Participant deferral / active EE | $83 | $4,160-98.0% | $3,458-97.6% | $5,287-98.4% |
| Admin fee / account holder | $58 | $5,273-98.9% | $4,138-98.6% | $10,133-99.4% |