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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 | $2,896 | $114,013-97.5% | $103,693-97.2% | $155,188-98.1% |
| Participation rate | 45.8% | 75.2%-29.4pp | 72.6%-26.8pp | 80.8%-35.0pp |
| Annual return | 23.97% | 49.31%-25.3pp | 47.61%-23.6pp | 148.84%-124.9pp |
| Employer contribution / active EE | $268 | $3,131-91.4% | $2,920-90.8% | $4,248-93.7% |
| Participant deferral / active EE | $630 | $4,970-87.3% | $4,579-86.2% | $6,531-90.3% |
| Admin fee / account holder | $161 | $8,407-98.1% | $7,858-98.0% | $14,480-98.9% |