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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 | $6,195 | $58,311-89.4% | $81,882-92.4% | $80,959-92.3% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 16.88% | 41.85%-25.0pp | 779.47%-762.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $408 | $2,347-82.6% | $2,916-86.0% | $2,757-85.2% |
| Participant deferral / active EE | $443 | $3,287-86.5% | $4,323-89.7% | $4,300-89.7% |
| Admin fee / account holder | $280 | $4,752-94.1% | $7,360-96.2% | $6,925-96.0% |