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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 | $3,094 | $45,343-93.2% | $150,298-97.9% | $67,986-95.4% |
| Participation rate | 37.0% | 51.9%-14.9pp | 77.8%-40.8pp | 57.2%-20.2pp |
| Annual return | 18.31% | 33.28%-15.0pp | 62.79%-44.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $204 | $1,462-86.1% | $4,154-95.1% | $2,019-89.9% |
| Participant deferral / active EE | $437 | $2,055-78.7% | $5,453-92.0% | $3,358-87.0% |
| Admin fee / account holder | $245 | $2,250-89.1% | $14,116-98.3% | $3,203-92.4% |