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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 | $5,694 | $76,407-92.5% | $150,298-96.2% | $82,448-93.1% |
| Participation rate | 56.3% | 66.4%-10.1pp | 77.8%-21.5pp | 68.1%-11.8pp |
| Annual return | 16.02% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $576 | $2,614-78.0% | $4,154-86.1% | $2,551-77.4% |
| Participant deferral / active EE | $624 | $3,214-80.6% | $5,453-88.6% | $4,139-84.9% |
| Admin fee / account holder | $181 | $6,352-97.1% | $14,116-98.7% | $7,234-97.5% |