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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 | $58,627-94.2% | $76,735-95.6% | $82,448-95.9% |
| Participation rate | 37.9% | 63.2%-25.3pp | 69.5%-31.6pp | 68.1%-30.1pp |
| Annual return | 25.27% | 39.10%-13.8pp | 29.77%-4.5pp | 41.64%-16.4pp |
| Employer contribution / active EE | $490 | $1,729-71.7% | $2,454-80.0% | $2,551-80.8% |
| Participant deferral / active EE | $861 | $3,134-72.5% | $4,088-78.9% | $4,139-79.2% |
| Admin fee / account holder | $26 | $5,323-99.5% | $7,189-99.6% | $7,234-99.6% |