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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 | $77,814-92.4% | $158,223-96.2% | $86,983-93.2% |
| Participation rate | 46.4% | 68.4%-22.0pp | 79.2%-32.8pp | 69.5%-23.1pp |
| Annual return | 16.67% | 30.54%-13.9pp | 52.09%-35.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $447 | $2,592-82.7% | $4,109-89.1% | $2,584-82.7% |
| Participant deferral / active EE | $560 | $3,270-82.9% | $5,467-89.8% | $4,194-86.7% |
| Admin fee / account holder | $154 | $5,879-97.4% | $16,047-99.0% | $7,856-98.0% |