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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 | $78,690-92.5% | $161,489-96.3% | $87,485-93.2% |
| Participation rate | 46.4% | 67.5%-21.0pp | 78.7%-32.3pp | 68.9%-22.5pp |
| Annual return | 16.67% | 32.74%-16.1pp | 89.72%-73.1pp | 26.06%-9.4pp |
| Employer contribution / active EE | $447 | $2,588-82.7% | $4,268-89.5% | $2,596-82.8% |
| Participant deferral / active EE | $560 | $3,311-83.1% | $5,630-90.1% | $4,274-86.9% |
| Admin fee / account holder | $154 | $6,724-97.7% | $16,006-99.0% | $7,775-98.0% |