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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 | $2,985 | $78,690-96.2% | $161,489-98.2% | $87,485-96.6% |
| Participation rate | 48.1% | 67.5%-19.4pp | 78.7%-30.6pp | 68.9%-20.9pp |
| Annual return | 34.38% | 32.74%+1.6pp | 89.72%-55.3pp | 26.06%+8.3pp |
| Employer contribution / active EE | $427 | $2,588-83.5% | $4,268-90.0% | $2,596-83.5% |
| Participant deferral / active EE | $647 | $3,311-80.5% | $5,630-88.5% | $4,274-84.9% |
| Admin fee / account holder | $29 | $6,724-99.6% | $16,006-99.8% | $7,775-99.6% |