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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 | $3,549 | $45,082-92.1% | $69,464-94.9% | $72,975-95.1% |
| Participation rate | 55.9% | 68.5%-12.6pp | 74.6%-18.7pp | 69.5%-13.6pp |
| Annual return | 8.01% | 22.66%-14.6pp | 28.98%-21.0pp | 81.01%-73.0pp |
| Employer contribution / active EE | $416 | $2,055-79.8% | $2,779-85.0% | $2,440-83.0% |
| Participant deferral / active EE | $740 | $2,604-71.6% | $3,536-79.1% | $3,608-79.5% |
| Admin fee / account holder | $19 | $3,057-99.4% | $3,840-99.5% | $5,124-99.6% |