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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 | $2,908 | $67,411-95.7% | $91,004-96.8% | $70,126-95.9% |
| Participation rate | 69.2% | 71.4%-2.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 29.09% | -40.16%+69.3pp | 4.60%+24.5pp | 73.15%-44.1pp |
| Employer contribution / active EE | $340 | $1,786-81.0% | $2,456-86.2% | $2,343-85.5% |
| Participant deferral / active EE | $756 | $2,823-73.2% | $3,548-78.7% | $3,332-77.3% |
| Admin fee / account holder | $31 | $4,236-99.3% | $5,417-99.4% | $4,645-99.3% |