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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 | $4,556 | $49,249-90.7% | $70,476-93.5% | $79,852-94.3% |
| Participation rate | 61.7% | 69.2%-7.5pp | 75.1%-13.4pp | 69.6%-8.0pp |
| Annual return | 7.64% | 30.09%-22.5pp | 109.12%-101.5pp | 31.72%-24.1pp |
| Employer contribution / active EE | $392 | $2,100-81.4% | $2,738-85.7% | $2,471-84.2% |
| Participant deferral / active EE | $617 | $2,769-77.7% | $3,710-83.4% | $3,740-83.5% |
| Admin fee / account holder | $172 | $2,878-94.0% | $3,847-95.5% | $5,306-96.8% |