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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 | $75,541-92.1% | $152,093-96.1% | $82,637-92.8% |
| Participation rate | 46.4% | 66.5%-20.1pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 16.67% | 32.56%-15.9pp | 66.36%-49.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $447 | $2,622-82.9% | $4,175-89.3% | $2,552-82.5% |
| Participant deferral / active EE | $560 | $3,206-82.5% | $5,451-89.7% | $4,126-86.4% |
| Admin fee / account holder | $154 | $6,405-97.6% | $14,497-98.9% | $7,339-97.9% |