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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 | $5,293 | $72,273-92.7% | $101,275-94.8% | $79,856-93.4% |
| Participation rate | 40.5% | 68.5%-27.9pp | 75.8%-35.3pp | 69.6%-29.1pp |
| Annual return | 55.40% | 22.30%+33.1pp | 46.48%+8.9pp | 31.71%+23.7pp |
| Employer contribution / active EE | $703 | $2,691-73.9% | $3,660-80.8% | $2,471-71.5% |
| Participant deferral / active EE | $955 | $3,282-70.9% | $4,371-78.2% | $3,741-74.5% |
| Admin fee / account holder | $179 | $4,401-95.9% | $5,948-97.0% | $5,306-96.6% |