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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 | $6,005 | $60,442-90.1% | $96,754-93.8% | $87,485-93.1% |
| Participation rate | 41.9% | 58.7%-16.8pp | 70.3%-28.3pp | 68.9%-27.0pp |
| Annual return | 25.03% | 21.97%+3.1pp | 82.04%-57.0pp | 26.06%-1.0pp |
| Employer contribution / active EE | $562 | $1,691-66.7% | $2,679-79.0% | $2,596-78.3% |
| Participant deferral / active EE | $635 | $3,280-80.7% | $4,758-86.7% | $4,274-85.2% |
| Admin fee / account holder | $18 | $5,069-99.7% | $8,905-99.8% | $7,775-99.8% |