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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 | $3,397 | $72,471-95.3% | $94,215-96.4% | $86,983-96.1% |
| Participation rate | 37.9% | 63.9%-25.9pp | 70.0%-32.0pp | 69.5%-31.6pp |
| Annual return | 25.27% | 26.44%-1.2pp | 28.22%-2.9pp | 25.83%-0.6pp |
| Employer contribution / active EE | $490 | $1,936-74.7% | $2,675-81.7% | $2,584-81.1% |
| Participant deferral / active EE | $861 | $3,397-74.6% | $4,276-79.9% | $4,194-79.5% |
| Admin fee / account holder | $26 | $6,468-99.6% | $10,216-99.7% | $7,856-99.7% |