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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 | $76,407-96.1% | $150,298-98.0% | $82,448-96.4% |
| Participation rate | 48.1% | 66.4%-18.3pp | 77.8%-29.7pp | 68.1%-20.0pp |
| Annual return | 34.38% | 39.99%-5.6pp | 62.79%-28.4pp | 41.64%-7.3pp |
| Employer contribution / active EE | $427 | $2,614-83.7% | $4,154-89.7% | $2,551-83.2% |
| Participant deferral / active EE | $647 | $3,214-79.9% | $5,453-88.1% | $4,139-84.4% |
| Admin fee / account holder | $29 | $6,352-99.6% | $14,116-99.8% | $7,234-99.6% |