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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 | $2,103 | $77,574-97.3% | $108,753-98.1% | $86,983-97.6% |
| Participation rate | 52.9% | 62.3%-9.4pp | 71.1%-18.1pp | 69.5%-16.6pp |
| Annual return | 13.82% | 18.42%-4.6pp | 37.47%-23.7pp | 25.83%-12.0pp |
| Employer contribution / active EE | $310 | $1,611-80.8% | $2,427-87.2% | $2,584-88.0% |
| Participant deferral / active EE | $310 | $3,128-90.1% | $4,115-92.5% | $4,194-92.6% |
| Admin fee / account holder | $102 | $6,529-98.4% | $10,320-99.0% | $7,856-98.7% |