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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 | $3,773 | $83,485-95.5% | $125,192-97.0% | $72,975-94.8% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.1pp | 69.5%-5.9pp |
| Annual return | 25.73% | 25.77%0pp | 43.79%-18.1pp | 81.01%-55.3pp |
| Employer contribution / active EE | $760 | $2,346-67.6% | $3,866-80.4% | $2,440-68.9% |
| Participant deferral / active EE | $1,206 | $3,586-66.4% | $4,937-75.6% | $3,608-66.6% |
| Admin fee / account holder | $106 | $5,518-98.1% | $9,704-98.9% | $5,124-97.9% |