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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 | $3,287 | $35,986-90.9% | $77,513-95.8% | $73,493-95.5% |
| Participation rate | 30.4% | 40.8%-10.5pp | 54.2%-23.8pp | 70.7%-40.3pp |
| Annual return | 20.52% | 19.26%+1.3pp | 54.81%-34.3pp | 28.51%-8.0pp |
| Employer contribution / active EE | $192 | $557-65.5% | $987-80.5% | $2,270-91.5% |
| Participant deferral / active EE | $263 | $1,198-78.0% | $1,861-85.9% | $3,740-93.0% |
| Admin fee / account holder | $80 | $466-82.8% | $2,859-97.2% | $513-84.4% |