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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 | $5,575 | $56,110-90.1% | $94,993-94.1% | $70,124-92.0% |
| Participation rate | 22.0% | 65.0%-43.0pp | 73.9%-51.9pp | 69.5%-47.6pp |
| Annual return | 29.09% | 51.02%-21.9pp | 27.14%+1.9pp | 73.14%-44.1pp |
| Employer contribution / active EE | $364 | $1,442-74.8% | $2,603-86.0% | $2,342-84.5% |
| Participant deferral / active EE | $465 | $2,391-80.6% | $3,317-86.0% | $3,332-86.0% |
| Admin fee / account holder | $127 | $3,456-96.3% | $4,960-97.4% | $4,645-97.3% |