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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 | $4,630 | $57,541-92.0% | $95,728-95.2% | $75,181-93.8% |
| Participation rate | 43.8% | 62.5%-18.7pp | 72.3%-28.4pp | 67.2%-23.4pp |
| Annual return | 15.07% | 34.93%-19.9pp | 28.40%-13.3pp | 160.69%-145.6pp |
| Employer contribution / active EE | $350 | $1,808-80.6% | $2,835-87.6% | $2,671-86.9% |
| Participant deferral / active EE | $743 | $3,074-75.8% | $4,245-82.5% | $4,126-82.0% |
| Admin fee / account holder | $164 | $4,099-96.0% | $5,673-97.1% | $5,650-97.1% |