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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 | $4,785 | $57,140-91.6% | $85,240-94.4% | $80,959-94.1% |
| Participation rate | 43.9% | 56.4%-12.5pp | 67.5%-23.6pp | 67.7%-23.8pp |
| Annual return | 11.36% | 21.71%-10.3pp | 66.75%-55.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $446 | $1,802-75.2% | $2,735-83.7% | $2,757-83.8% |
| Participant deferral / active EE | $709 | $3,115-77.2% | $4,527-84.3% | $4,300-83.5% |
| Admin fee / account holder | $46 | $4,992-99.1% | $6,165-99.3% | $6,925-99.3% |