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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 | $5,936 | $76,407-92.2% | $150,298-96.1% | $82,448-92.8% |
| Participation rate | 46.4% | 66.4%-20.0pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 16.67% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $447 | $2,614-82.9% | $4,154-89.2% | $2,551-82.5% |
| Participant deferral / active EE | $560 | $3,214-82.6% | $5,453-89.7% | $4,139-86.5% |
| Admin fee / account holder | $154 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |