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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 | $4,509 | $106,749-95.8% | $145,433-96.9% | $82,448-94.5% |
| Participation rate | 65.7% | 75.6%-9.9pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 20.60% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $675 | $3,444-80.4% | $4,554-85.2% | $2,551-73.5% |
| Participant deferral / active EE | $1,185 | $6,519-81.8% | $7,897-85.0% | $4,139-71.4% |
| Admin fee / account holder | $43 | $8,390-99.5% | $13,129-99.7% | $7,234-99.4% |