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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 | $59,440-94.3% | $78,004-95.6% | $82,637-95.9% |
| Participation rate | 37.9% | 62.8%-24.9pp | 69.4%-31.5pp | 68.1%-30.1pp |
| Annual return | 25.27% | 40.24%-15.0pp | 31.07%-5.8pp | 53.51%-28.2pp |
| Employer contribution / active EE | $490 | $1,750-72.0% | $2,469-80.2% | $2,552-80.8% |
| Participant deferral / active EE | $861 | $3,138-72.6% | $4,092-78.9% | $4,126-79.1% |
| Admin fee / account holder | $26 | $5,504-99.5% | $7,578-99.7% | $7,339-99.6% |