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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 | $4,752 | $52,279-90.9% | $89,414-94.7% | $79,852-94.0% |
| Participation rate | 57.7% | 57.5%+0.2pp | 68.0%-10.3pp | 69.6%-11.9pp |
| Annual return | 24.98% | 22.16%+2.8pp | 245.50%-220.5pp | 31.72%-6.7pp |
| Employer contribution / active EE | $304 | $1,572-80.6% | $2,586-88.2% | $2,471-87.7% |
| Participant deferral / active EE | $556 | $2,740-79.7% | $3,890-85.7% | $3,740-85.1% |
| Admin fee / account holder | $88 | $3,356-97.4% | $4,883-98.2% | $5,306-98.3% |